Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Richard B Bernstein

CRPC, CLTC®, APMA

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Learn more about Richard B Bernstein Visit Richard B Bernstein's website

Scott M Miller

CFP®, CLU®, APMA, AAMS

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Learn more about Scott M Miller Visit Scott M Miller's website

Darren Forzese

APMA

Financial Advisor

Learn more about Darren Forzese Visit Darren Forzese's website

Leonard Krenek

Financial Advisor

Insurance Specialist
Learn more about Leonard Krenek Visit Leonard Krenek's website

Bob Love

CLU®

Financial Advisor

Learn more about Bob Love Visit Bob Love's website

Brandon Steig

APMA

Financial Advisor

Learn more about Brandon Steig Visit Brandon Steig's website

Diana Monsalve

APMA

Financial Advisor

Learn more about Diana Monsalve Visit Diana Monsalve's website

Evan L. Wolk

APMA, CRPC

Financial Advisor

Learn more about Evan L. Wolk Visit Evan L. Wolk's website

Jeffrey Greenwald

APMA

Financial Advisor

Managing Director of Camelot Wealth Management Partners
Learn more about Jeffrey Greenwald Visit Jeffrey Greenwald's website

Jordan Bernstein

CFP®, APMA

Financial Advisor

Investment Specialist
Learn more about Jordan Bernstein Visit Jordan Bernstein's website

Louis Cavallo

APMA

Financial Advisor

Learn more about Louis Cavallo Visit Louis Cavallo's website


Our team

Erin Byington

Erin Byington

Operations Director

Personal Intro

With our team since 2018. She enjoys the beach, photography, music, and spending time with her family.

Qualifications

  • Bachelors Degree - Boston College

Roles & Responsibilities

  • Ensure timely advisor-client service meetings and operate time management systems. Responsible for planning all networking, appreciation, and community outreach events.
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Nadine Coey

Nadine Coey

Office Manager,

Operations Manager

Personal Intro

With our Team since 2004. Nadine enjoys going to the gym, big family dinners and her three dogs Spike, Jake and Oliver. Her dream is to one day volunteer at an Animal Shelter and to travel around the United States.

Roles & Responsibilities

  • Manages office and practice operations. Responsible for HR solutions, accounting, payroll and employee benefits and compliance requirements for all advisor licensing and certifications.
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Colby Bayer

Colby Bayer

Client Service Manager,

Marketing Manager

Qualifications

  • Bachelors: Magna Cum Laude in Communications and Sociology
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Zachary Coey

Zachary Coey

Business Development Specialist,

Marketing Specialist
Lee Masucci

Lee Masucci

Administrative Assistant

Anthony Rioles

Anthony Rioles

Financial Planning Specialist