MEET THE TEAM

Our team of experts has years of experience in the finance industry, and they use this experience to guide you through the process.

TEAM

Experts ready to serve.

CFA, CFP, CDFA, MBA, CEO and CIO

Morgan Christen

President

Joseph M. Stapleton

CRPC Vice President of Investments

Andrew Krongold

Operations Manager

Vanessa Vigoren

Financial Advisor

Anthony Puma

Insurance Consultant

Jaril Tudio

Director of Business Development

Lynn Selich