MEET THE TEAM
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Ronald J. Gruninger III, CFP®, CIMA®, CEPA®, AIF®, RICP®
CEO | WEALTH ADVISOR
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Brian Lubel, CFP®, ChFC®, CLU®
PARTNER | FINANCIAL PLANNER | WEALTH MANAGEMENT ADVISOR
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Keith Heslin
FINANCIAL ADVISOR
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Paul F. Iandoli, CLU®, ChFC®, MBA
PARTNER | WEALTH ADVISOR
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Jayme Alfano, CLU®, ChFC®, CFBS®, RICP®, CPFA®
FINANCIAL PLANNER
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Katrina Gerschke, CLU®, ChFC®, RICP®
DIRECTOR OF FINANCIAL PLANNING OPS
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Natalie Gruninger, CPA*
CFO *Licensed but not practicing
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Lauren Colvin
CLIENT SERVICES SPECIALIST
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CJ Cerniglia
INVESTMENT OPERATIONS ASSOCIATE
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Nancy Santiago
INVESTMENT OPERATIONS ASSOCIATE
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Lindsey Gomez
CLIENT ENGAGEMENT & OPERATIONS COORDINATOR
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Jonathon Sabbaghzadeh
REGISTERED INVESTMENT OPERATIONS ASSOCIATE
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Daniela Angel
INSURANCE OPERATIONS COORDINATOR
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Gabe Proulx
REGISTERED INVESTMENT OPERATIONS ASSOCIATE
Read Bio
Strategic Alliances & Resources
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Eric Roukey*
PARTNER | CEO AND CHIEF FINANCIAL STRATEGIST OF PCG FINANCIAL SERVICES
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Adam Taylor, ChFC®, CLU®, RICP®, CASL®, CLTC**
PARTNER | CEO AND WEALTH MANAGEMENT ADVISOR OF TAYLOR FINANCIAL
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Matt Douce, ChFC®, ChSNC®
ANALYSIS & CASE DESIGN SPECIALIST
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Ashley Sherman
DIRECTOR OF ADVISOR OPERATIONS
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Megan Ballard
DIRECTOR OF MARKETING
*Eric Roukey is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory Office: 4830 W Kennedy Blvd Suite 800, Tampa, FL 33609, (813) 286-2280. PCG Financial Services is not an affiliate or subsidiary of MML Investors Services, LLC. and is not affiliated with Signature Wealth Advisors.
**Adam Taylor is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory Office: 4830 W Kennedy Blvd Suite 800, Tampa, FL 33609, (813) 286-2280. Taylor Financial is not an affiliate or subsidiary of MML Investors Services, LLC. and is not affiliated with Signature Wealth Advisors.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory Office: One Urban Centre, 4830 West Kennedy Boulevard Suite 800, Tampa, FL 33609, Tel: (813) 286-2280.