Denise Verna
Bio Coming Soon
Christopher Wagner
Bio Coming Soon
Claudette Devlin
Claudette Devlin joined the team in 2016 as a Billing Associate and quickly advanced over the years to her current position of Senior Staff Accountant where she plays a vital role in both finance and billing. Prior to joining us, Claudette worked in the banking industry as a Staff Accountant undertaking several responsibilities including merger/acquisition […]
Cathy Sayers
Cathy is an experienced financial professional with a proven 10-year track record of success in operations management. She excels at supporting cross-functional teams, driving increased productivity, and enhancing both advisor and end-client satisfaction. Outside of work, Cathy cherishes time spent with family and friends and her three French Bulldogs: Tucker, Jovie, and Shmulu. She also […]
Thomas J. Ericson
Thomas J. Ericson rejoined the company in June 2021. Prior to rejoining, Tom served as the Chief Legal Officer and Compliance Officer for several different Broker Dealers and Investment Advisors. He is a frequent lecturer to producer groups and national associations on compliance related matters. Tom has passed the Pennsylvania Bar exam and Life and […]
Don Williams
Don Williams joined the company in 2004 and oversees the Back and Middle office departments of the firm. Don worked for Montauk Financial Group prior to joining us. Don earned a Bachelors degree in Economics from Rutgers College, Rutgers University. He enjoys all outdoor activities, especially golfing and mountain biking.