Meet Your Planners
Create confidence in your financial future
Nicholas Ockenga
Financial Planner
Brogan O'Connor
VP, Financial Planner, Private Client Group
Tim Payne
Senior Financial Planner
Fabiana Pereira
Senior Financial Wellness Educator
Ryan Petti
ParaPlanner
Sarah Stevens
Financial Wellness Educator
Angie Walker
Senior Investment Operations Associate
Page 2 of 2