Collaboration is a Part of Our Culture

By tapping the individual talents of team members across all areas of our business, we better serve our clients and deliver more value. This collaborative approach is not just central to our culture; it’s a key to our success.

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Meet our Team

Please browse through the various segments of our company and the individual experts who handle them

Mark J. Snyder

Mark J. Snyder

QFP, CRC, CLU, ChFC, RFC, CFS, CMFC, RF, RMA | President

Peter Bellocchio

Peter Bellocchio

Vice President, Research & Analysis

Cathy Mussi

Cathy Mussi

Vice President of Operations

Gloria Snyder

Gloria Snyder

Vice President

Eric Taitz

Eric Taitz

Financial Advisor

Chris Ippolito

Chris Ippolito

Portfolio Analyst

Chad Snyder

Chad Snyder

Compliance Officer

Giachetta

Marcella Giachetta

Administrative Assistant

Pat Jolly

Pat Jolly

Assistant Office Manager

Anita Henry

Anita Henry

Administrative Assistant

Heather Snyder

Heather Snyder

Social Media Manager

Elaine Stahl

Elaine Stahl

Administrative Assistant

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