WEALTH MANAGEMENT - Key Persons

Carla Leombruno

Job Titles:
  • Practice Manager

Denise Nou

Job Titles:
  • Director of Administrative Operations
  • Director of Client Reporting and Online Access

Kristan Bjorkman

Job Titles:
  • Director of Business Processing

Matthew Bonsall

Job Titles:
  • Director of Investment Planning Operations

Steve Faberman

Job Titles:
  • Private Wealth Advisor