With nearly 100 combined years of experience, our multi-generational team of financial professionals understands what it takes to manage wealth effectively. We have built long-lasting relationships with clients through strong bonds of community and friendship and create plans to help them achieve their vision for the future.
We place significant importance on our responsibility to act in our clients’ best interests as we guide successful individuals, business owners and multi-generational families through investment, tax, retirement, trust, insurance, estate, charitable and beneficiary planning.
of Wells Fargo Advisors Financial Network
Beth Zucker, CFP® CDFA®
Partner
Leon J. Lieberman, CFA®
Managing Partner
Daniel Casino, CFP®
Partner
John Ortolf, CFP® ChFC®
Senior Vice President
Senior Financial Advisor
Kathryn Ortolf, MBA
Client Associate
Kathleen Lansing
Senior Registered Client Associate
Ryan Forman
Client Associate
of Wells Fargo Advisors Financial Network
Richard L. Kidron, CFP® MBA
Partner
Amar Mehta, CFP®
Partner
Stephen R. Kidron, CFP®
Partner