Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Director

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge

Paul Baumbach

Paul Baumbach, CFP®, CFA™

Sr. Wealth Advisor

Sean Heidig

Sean Heidig, CFP®

Wealth Advisor

Susan Lehnerd, CFP®

Wealth Advisor

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge

Chris Sheldon

Christina Sheldon

Client Service Specialist

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