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Our People

Michael J. Santo
Michael J. Santo

Managing Director

Mike Sbrocco
Mike Sbrocco

Managing Director, West Region Leader

Jonah Schachtel
Jonah Schachtel

Client Service Associate

Katharine Schelhorn, CFP®
Katharine Schelhorn, CFP®

Senior Vice President

Karenna Schneider
Karenna Schneider

Client Service Associate

Brett Schneider
Brett Schneider

Chief Financial Officer

Sheila Schroeder
Sheila Schroeder

Consultant, Regional Head of Business Development

Jake Scott, CFP®
Jake Scott, CFP®

Assistant Vice President

Garrett Scranton, CFP®
Garrett Scranton, CFP®

Senior Advisor Associate

Dave Scuitto
Dave Scuitto

Senior Client Service Associate

Lilli Seidman
Lilli Seidman

Advisor Associate

Stephanie Selbach, CFP®, ChSNC®
Stephanie Selbach, CFP®, ChSNC®

Assistant Vice President

Natalie Sequeira
Natalie Sequeira

Senior Associate, Data Operations

Liz Sforza
Liz Sforza

Senior Client Service Associate