About Us
Messaging around Purpose dedication, empathy, and “YOU”. Focus on a client-first relationship.
It's All About You
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Client Focused Culture
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More
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your trusted advisors
Your Team
Peter B. Marmaras, ChFC®, CFP®
Co-Founding Principal
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Christopher D. Smith
Co-Founding Principal
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Mike Assad
Director of Planning
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Craig Gillen
Vice President, Operations
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Phillip Santore
Sr. Portfolio Analyst
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Wade Fisher
Client and Technology Support Services
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Judy Nordell
Support Services
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Marcin Golebiowski
Associate
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Annie Marmaras Volk
Executive & Operations Professional
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Christopher P. Suttmeier
Financial Advisor
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OUR PARTNERS AT VICUS CAPITAL
Support Team
Kimberli Casner, Esquire
Senior Vice President & General Counsel
Kimberli is a Regional Director of Cetera Advisor Networks LLC.
David Rosenblatt
Director, Investment Strategies
David is not affiliated with Cetera Advisor Networks.
Rob Hinson, CFA®
Director, Investment Operations & Trading
Robert is a Registered Administrative Assistant of Cetera Advisor Networks LLC.
Jeff Closz
Senior Portfolio Analyst
Jeffery is a Registered Administrative Assistant of Cetera Advisor Networks LLC.
