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Team photo

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Our advisors

Brett D White

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brett D White Visit Brett D White's website

Will Del Cotto

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Will Del Cotto Visit Will Del Cotto's website

Brian Cahill

MBA, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Cahill Visit Brian Cahill's website

Madeline Shounick

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Madeline Shounick Visit Madeline Shounick's website

Brandon Johnston

APMA

Financial Advisor

Learn more about Brandon Johnston Visit Brandon Johnston's website

Matthew Brandt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matthew Brandt Visit Matthew Brandt's website

Mike Lindberg

MBA, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about Mike Lindberg Visit Mike Lindberg's website

Sarah Johnson

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Sarah Johnson Visit Sarah Johnson's website


Our team

Zack Kokes

Zack Kokes

Paraplanner

Brady Metzler

Brady Metzler

Financial Advisor

Anthony Salomon

Anthony Salomon

Client Service Specialist

Andrew Corlett

Andrew Corlett

Investment Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • APMA

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Jill White, CFP®

Jill White, CFP®

Operations Director,

Chief Operating Officer of Ardent Wealth Advisors
Sachi Richmond

Sachi Richmond

Operations Manager

Emmy Palma

Emmy Palma

Office Manager

Shanda Cheesman

Shanda Cheesman

Office Manager

Tori Black-Belt

Tori Black-Belt

Office Manager

Jill Green

Jill Green

Administrative Assistant

Seena Sartho

Seena Sartho

Client Service Specialist

Qualifications

  • Series 7, Series 66 licenses

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Lorrie Zajczenko

Lorrie Zajczenko

Client Service Specialist

Maria Zavala

Maria Zavala

Client Service Specialist

Sandy Douberly-Bedard

Sandy Douberly-Bedard

Receptionist

Delaney Latarewicz

Delaney Latarewicz

Intern

Michelle Colaprete

Michelle Colaprete

Client Service Manager