Meet Our Team

Our advisors each bring extensive industry experience to the table and have worked side by side for many years, which has afforded us the opportunity to foster a collaborative environment fueled by sharing our unique perspectives. With a technology-forward approach, we help clients all over the country address their financial concerns and progress toward their goals.

Photo of Mark Morasky

Mark Morasky CPWA®, CPFA®, CRPC, AAMS, MBA

Partner, Managing Director, Wealth Manager

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Photo of Erik S. Clay

Erik S. Clay CFP®, CPFA®, CRPC

Partner, Senior Vice President, Wealth Manager

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Photo of Chris Figaro

Chris Figaro CFP®

Partner, Senior Vice President, Wealth Manager

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Photo of Patrick J. Norris

Patrick J. Norris RICP®

Partner, Wealth Management Associate

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Photo of Aaron C. Moore

Aaron C. Moore

Partner, Registered Client Service Associate

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Photo of Jessica Sanchez

Jessica Sanchez

Partner, Client Service Associate

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