Our advisors

Shannon Klug

ChFC®, CLU®, CASL®, RICP®, APMA

Private Wealth Advisor

Managing Partner of Blumark Financial Advisors
Learn more about Shannon Klug

Henry Guzzo

MBA, CFP®, ChFC®, CLU®, REBC®, APMA, RHU®

Financial Advisor

Co-Founder of Blumark Financial Advisors
Learn more about Henry Guzzo

James Clark

MBA, CFP®

Financial Advisor

Learn more about James Clark

Jill Syracuse

ChFC®, CLU®, APMA

Financial Advisor

Co-Founder of Blumark Financial Advisors
Learn more about Jill Syracuse

Christopher Reid

CFP®

Financial Advisor

Co-Founder of Blumark Financial Advisors
Learn more about Christopher Reid

David Drysdale

Financial Advisor

Learn more about David Drysdale

Jeffrey Marko

APMA

Financial Advisor

Learn more about Jeffrey Marko

Mikaila McCarthy

APMA

Financial Advisor

Learn more about Mikaila McCarthy

Brandon Patrone

BFA

Financial Advisor

Learn more about Brandon Patrone

Daniel Granda

Financial Advisor

Learn more about Daniel Granda

Michael D Neff II

Financial Advisor

Learn more about Michael D Neff II

Missy Klug

Financial Consultant

Practice Manager
Learn more about Missy Klug

Victor Phillips

APMA

Financial Advisor

Insurance Specialist
Learn more about Victor Phillips


Our team

Megan Gleesing

Megan Gleesing

Operations Manager,

Client Service Manager
Katrina Belavek

Katrina Belavek

Client Service Manager

Dawn Durham

Dawn Durham

Client Relationship Manager

Jason Recchia

Jason Recchia

Financial Planning Assistant

Sean Klug

Sean Klug

Operations Director,

Chief Financial Officer of Blumark Financial Advisors
Linda Barr-Horney

Linda Barr-Horney

Business Development Specialist,

Human Resource Manager of Blumark Financial Advisors
Robin Orlikowski

Robin Orlikowski

Marketing Manager