MEET THE TEAM

  • Ronald J. Gruninger III, CFP®, CIMA®, CEPA®, AIF®, RICP®

    CEO | WEALTH 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 OPERATIONS

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  • Christiana Lourido

    EXECUTIVE ASSISTANT

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  • Natalie Gruninger, CPA*

    CFO *Licensed but not practicing

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  • Nancy Santiago

    INVESTMENT OPERATIONS ASSOCIATE

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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

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Strategic Alliances & Resources