Our Team

 
  • James A. Longo, Jr., CPA*, PFS™, CFP®, CRPC

    Financial Planner

  • Nicole Zabel

    Case Manager

  • Carla Ammons

    Planner Assistant

  • Nasser Ali, CFA®, CFP®, AAMS®, CMFC®, CRPC®

    Director of Financial Advisory Services

  • Robert E. Appel, J.D.*, LL.M®, MBA®

    Second Vice President of National Design/Advanced Planning

  • Timothy S. Johnson, J.D.*, CRPC

    Chief Investment Strategist

  • Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

    National Design/Advanced Planning Attorney

  • Randy P. Siller, CPA*, CIMA®, CRPC®, MST®

    Prestige Planner

  • Robert A. Studin, J.D.*, CPA®, CFP®, CLU®, CRPC, ChFC®

    Executive Director, Financial Advisory Services

  • Mary T. Young, ChFC®, CRPC®, CFP®

    Director of Financial Advisory Services