Team

Advisors

Bruce Bauer

Senior Partner

Andy Roquet

Senior Partner

Brooks Berardi

Partner

Staff

Michael Pappalardo

Managing Partner

Chris Burke

Case Design Manager

Joyce Falls

Client Services Administrator

Jack Forand

Financial Analyst

Lauren MacLachlan

Marketing Administrative Assistant

Andrew Masciotti

Financial Analyst

Kit McCluskey

Director of Marketing & Strategy

Angela Pappalardo

Relationship Manager

Jenna Stirling

Executive Assistant