Our Team

Our Offices

Find Your Team

Select a location to see that office’s team — Office Leaders, then Financial Advisors, then the Service Team — or choose Corporate Team for practice-wide staff. Scroll or pinch to zoom; drag to pan.

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Leadership
Paul Carlson, CIMA®, CRPC®
Paul Carlson, CIMA®

CEO & Co-Founder

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Thomas Fautrel, CRPC®, CRPS®
Thomas Fautrel

President & Co-Founder

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Corporate Team
Craig L. Martin, CFP®, CRPC® | Seventy2 Capital
Craig L. Martin, CFP®, CRPC®

Chief Operating Officer

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Mike Levitsky, CFA®, CAIA®
Mike Levitsky, CFA®, CAIA®

Chief Investment Officer

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Katy Jones-Powe
Katy Jones-Powe

Chief Marketing Officer

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Mark Stoll, CRC® | Seventy2 Capital Wealth Management
Mark Stoll, CRC®

Senior Recruiting Director

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Audra Barrett | Seventy2 Capital Wealth Management
Audra Barrett

Senior Finance Director

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Katrina Ellis | Senior Registered Wealth Associate | Seventy2 Capital
Katrina Ellis

Compliance Director

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Quyen Le
Quyen Le

Onboarding & Operations Director

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Tracy Tian, CPA, MSA
Tracy Tian, CPA, MSA

Finance Director

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Katie DeLorenzo
Katie DeLorenzo

Human Resources Manager

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Kristina Hanniford
Kristina Hanniford

Compliance Manager

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Finn Drew | Seventy2 Capital Wealth Management
Finn Drew

Senior Recruiting Specialist

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Julia Berman | Seventy2 Capital
Julia Berman

Operations Specialist

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Cormac Foran | Wealth Associate | Seventy2 Capital
Cormac Foran

Registered Client Service Associate & Office Coordinator

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Marshall Rubenstein | Marketing Specialist | Seventy2 Capital
Marshall Rubenstein

Marketing Specialist

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Mason Rush | Seventy2 Capital Wealth Management
Mason Rush

Registered Investment Specialist

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Ella Simet | 72 Capital
Ella Simet

Marketing Specialist

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Office Leaders
Chris Calabrese | Seventy2 Capital
Christopher Calabrese

Executive Market Director, Westport & Bluffton

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Troy Elser
Troy Elser

Executive Market Director, Hunt Valley

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Jim McCarthy, CIMA®, CRC® | Senior Managing Director | Seventy2 Capital
Jim McCarthy, CIMA®, CRC®

Executive Market Director, Red Bank

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Rick Turner | Senior Managing Director, Metropark | 72Capital Wealth Management
Rick Turner, CRC®

Senior Market Director, Metropark

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Scott Gibson, CRPC®, APMA®
Scott Gibson, CRPC®, APMA®

Market Director, Charlottesville

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Linda Whittington, CFP®
Linda Whittington, CFP®

Market Director, Tysons

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Financial Advisors
David Anderson | Vice President & Financial Advisor | Seventy2 Capital
David Anderson

Senior Vice President

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Christopher Andrews | Executive Vice President & Financial Advisor | Seventy2 Capital
Christopher Andrews

Executive Vice President

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Kyle Appling | Executive Vice President | Seventy2 Capital Wealth Management
Kyle A. Appling AAMS®, APMA®

Executive Vice President, PIM Portfolio Manager

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Steve Barto | Senior Vice President & Financial Advisor | Seventy2 Capital
Steve Barto

Senior Vice President

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Hayden Bates | Seventy2 Capital
Hayden Bates, MBA

Executive Director

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Daniel Bavuso | Executive Vice President & Financial Advisor | Seventy2 Capital
Daniel J. Bavuso III

Executive Vice President

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John Benjamin CFP® | Assistant Vice President & Financial Advisor | Seventy2 Capital
John Benjamin, CFP®

Assistant Vice President

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Eric Bost
Eric Bost

Executive Vice President

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Michael Boyd, WMCP®, RICP® | Seventy2 Capital Wealth Management
Michael Boyd, WMCP®, RICP®

Executive Vice President

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John Busco | Seventy2 Capital Wealth Management
John Busco

Executive Vice President

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James Brockett | Senior Vice President & Financial Advisor, A Founding Member | Seventy2 Capital
James Brockett

Executive Vice President

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George Cabalu | Seventy2 Capital Wealth Management
George C. Cabalu

Senior Managing Director

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Michael Cassella | Seventy2 Capital
Michael Cassella

Executive Vice President

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David Bingham Clapp, CFP® | Seventy2 Capital
David Clapp, CFP®

Executive Vice President

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Paul Cody | Seventy2 Capital Wealth Management
Paul Cody

Financial Advisor

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Anthony J. Collora CFP®, CRC | Seventy2 Capital Wealth Management
Anthony J. Collora CFP®, CRC

Vice President

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Ron S. Critelli CRC®, QPFC® | Seventy2 Capital
Ron Critelli CRC®, QPFC®

Executive Vice President

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Dean Dagnolia
Dean C. Dagnoli

Executive Vice President

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Don Dearie, CFP®, CRPC® | Senior Vice President & Financial Advisor | Seventy2 Capital
Don Dearie, CFP®, CRPC®

Executive Vice President

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Les Dennis, CFP®, ChFC®, CLU® | Senior Vice President & Financial Advisor | Seventy2 Capital
Les Dennis, CFP®, ChFC®, CLU®

Senior Vice President

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Chris Donnelly, CRC® | Seventy2 Capital
Chris Donnelly, CRC®

Senior Vice President

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Derek Ehman | Senior Vice President | Seventy2 Capital
Derek Ehman

Senior Vice President

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Alex Eljdid, CFP® | Executive Vice President & Financial Advisor | Seventy2 Capital
Alex Eljdid, CFP®, CEPA®

Executive Director

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Max Freelander | Vice President & Financial Advisor | Seventy2 Capital
Max Freelander

Vice President

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Craig Gayhardt | Senior Vice President & Financial Advisor | Seventy2 Capital
Craig Gayhardt

Executive Vice President

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Dominick Giovannone | Seventy2 Capital
Dominick Giovannone

Executive Vice President

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Ryan Gutowski, CFP®, AWMA®, CEPA® | Vice President | Seventy2 Capital
Ryan Gutowski, CFP®

Executive Vice President

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Andrew Hahn, CFP®, CRPC® | Vice President & Financial Advisor | Seventy2 Capital
Andrew Hahn, CFP®, CRPC®

Vice President

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Matthew X. Hanley | Vice President & Financial Advisor | Seventy2 Capital
Matthew X. Hanley

Vice President

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Joseph Hanney | Executive Vice President & Financial Advisor | Seventy2 Capital
Joseph Hanney

Executive Vice President

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Michael Hartman, CFP® | Executive Vice President | Seventy2 Capital
Michael J. Hartman, CFP®

Executive Director

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Christopher Hayburn | Senior Vice President | Seventy2 Capital
Christopher Hayburn

Executive Vice President

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George H. Hocker, CFP® | Seventy2 Capital Wealth Management
George H. Hocker, CFP®, PIM Portfolio Manager

Vice President

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David Holdsworth, AAMS® | Executive Vice President & Financial Advisor | Seventy2 Capital
David Holdsworth

Executive Vice President

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Kyle Hublitz, CPWA, CSRIC | Executive Director & Financial Advisor | Seventy2 Capital
Kyle Hublitz, CPWA, CSRIC

Executive Director

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Peter J. Jackowitz, CRPC™, CRPS™ | 72Capital Wealth Management
Peter J. Jackowitz, CRPC™, CRPS™

Senior Vice President

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Brandon Kape, CRPC™ | Seventy2 Capital
Brandon Kape, CRPC™

Executive Vice President

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Chris Kelly, CEPA®, CFP® | Seventy2 Capital
Chris Kelly, CEPA®, CFP®

Executive Vice President, Senior PIM Portfolio Manager

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Sean Kirby-Smith, CRPS® | Vice President & Financial Advisor, A Founding Member | Seventy2 Capital
Sean Kirby-Smith, CRPS®

Vice President

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Michael J Knowles | Seventy2 Capital Wealth Management
Michael J. Knowles

Senior Vice President

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Ginny Koontz-DeLauder, CFP® | Seventy2 Capital Wealth Management
Ginny Koontz-DeLauder, CFP®

Senior Vice President

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Emily Landerholm, AAMS®, APMA® | Seventy2 Capital
Emily Landerholm, AAMS®, APMA®

Senior Vice President, PIM Portfolio Manager

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Matt Lane | SVP | Seventy2 Capital
Matt Lane

Senior Vice President

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Brandon R. Mahler | Seventy2 Capital Wealth Management
Brandon R. Mahler

Senior Vice President

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Bryn Markey | Seventy2 Capital
Bryn Markey

Vice President

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Wendy Markey, WMCP® | Seventy2 Capital
Wendy Markey

Vice President

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Maggie McLaughlin | Financial Advisor | Seventy2 Capital Wealth Management
Maggie McLaughlin

Financial Advisor

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Scott Mclaughlin | Senior Vice President & Financial Advisor | Seventy2 Capital
Scott McLaughlin

Executive Vice President

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Brent McTaggart | Seventy2 Capital Wealth Management
Brent McTaggart

Executive Director

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Jason D. McTaggart, AAMS®, CRPC® | Seventy2 Capital Wealth Management
Jason D. McTaggart, AAMS®, CRPC®

Executive Vice President

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Jeffrey Munson, PIM Portfolio Manager | Executive Vice President & Financial Advisor | Seventy2 Capital
Jeffrey Munson, PIM Portfolio Manager

Executive Vice President

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Kevin J. Nohilly | Seventy2 Capital Wealth Management
Kevin J. Nohilly

Executive Vice President

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Patrick Nolan | Seventy2 Capital Wealth Management
Patrick Nolan

Senior Vice President

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Will Nolan | Seventy2 Capital Wealth Management
Will Nolan

Financial Advisor

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Luke Nuetzel | Seventy2 Capital Wealth Management
Luke Nuetzel

Financial Advisor

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Steven C. Nuetzel, CFP®, PIM Portfolio Manager | Executive Director & Financial Advisor | 72 Capital Wealth Management
Steven C. Nuetzel, CFP®

Executive Director

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Steve Otten, CFP®, CRPC® | Senior Vice President & Financial Advisor | Seventy2 Capital
Steve Otten, CFP®, CRPC®

Executive Vice President

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John Pagano | Assistant Vice President & Financial Advisor | Seventy2 Capital
John Pagano

Assistant Vice President

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Barbara Paige | Vice President & Financial Advisor at Seventy2 Capital Wealth Management
Barbara Paige

Vice President & Financial Advisor

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Tom Palazzo, CFP® | Financial Advisor | Seventy2 Capital
Tom Palazzo, CFP®

Senior Financial Advisor

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Gary J. Parese | Seventy2 Capital Wealth Management
Gary J. Parese

Managing Director

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Mark R. Phillips | Seventy2 Capital Wealth Management
Mark R. Phillips

Executive Vice President

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Matthew Power, CFP® | Seventy2 Capital
Matthew Power, CFP®

Executive Vice President

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Vic Rosati | 72Capital Wealth Management
Vic Rosati

Vice President

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Ryan N. Russo | Seventy2 Capital Wealth Management
Ryan Russo

Executive Vice President

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Justin Saur | Senior Financial Advisor | Seventy2 Capital
Justin Saur

Assistant Vice President

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Bret Schertz, CFP® | Seventy2 Capital
Bret Schertz, CFP®

Senior Financial Advisor, Senior PIM Portfolio Manager

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Frank Scicchitano | Senior Vice President & Financial Advisor | Seventy2 Capital
Frank Scicchitano

Senior Vice President

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James M. Shea Jr. Senior Vice President & Financial Advisor, Senior Portfolio Manager
James M. Shea Jr.

Senior Vice President

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Nicholas Shealy | Financial Advisor | Seventy2 Capital
Nick Shealy

Assistant Vice President & Financial Advisor

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Mohamed Shoukr | Seventy2 Capital Wealth Management
Mohamed Shoukr, QPFC®

Vice President

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Mark R. Sicilia | Seventy2 Capital Wealth Management
Mark R. Sicilia

Executive Vice President

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Gabriel D. Simon | Seventy2 Capital Wealth Management
Gabriel D. Simon

Vice President

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Francis Spina, CFP® | Seventy2 Capital
Francis Spina, CFP®

Senior Vice President

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Doug Stead, ChFC®, RICP® | Vice President | Seventy2 Capital
Doug Stead, ChFC®, RICP®

Executive Vice President

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Nicholas Steier | Senior Vice President & Financial Advisor | Seventy2 Capital
Nicholas Steier

Senior Vice President

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Scott A. Stephen, CRC®
Scott A. Stephen, CRC®

Executive Director

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John Tirrell | Seventy2 Capital Wealth Management
John Tirrell

Vice President

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Kevin Toohill, PIM Portfolio Manager | Executive Director & Financial Advisor | Seventy2 Capital
Kevin Toohill

Executive Director, Senior PIM Portfolio Manager

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Daniel J. Treanor | Seventy2 Capital Wealth Management
Daniel J. Treanor

Senior Vice President

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Brandon Troiano | Senior Registered Wealth Associate | Seventy2 Capital
Brandon Troiano

Senior Financial Advisor

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Patricia Van Kirk, CPWA®, CIMA®, CFP® | 72Capital Wealth Management
Patricia Van Kirk, CPWA®, CIMA®, CFP®

Senior Vice President

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Raymond Vega | 72 Capital Wealth Management
Raymond Vega

Senior Vice President

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David Waite | Seventy2 Capital Wealth Management
David Waite

Vice President

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James N. Washington II | Senior Financial Advisor | Seventy2 Capital
James N. Washington II

Assistant Vice President

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Charles Wise | Seventy2 Capital Wealth Management
Charles W. Wise CFP®

Executive Vice President

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David Wisniewski | Senior Vice President | Seventy2 Capital
David Wisniewski

Executive Vice President

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Service Team
Jacqueline Bartels | Seventy2 Capital
Jacqueline Bartels

Senior Registered Client Service Associate

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Jeremy Barto | Wealth Associate | Seventy2 Capital Wealth Management
Jeremy Barto

Registered Client Service Associate

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Shannon Beauchamp | Seventy2 Capital
Shannon Beauchamp

Senior Registered Client Service Associate

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Ashley Printz | Senior Registered Wealth Associate | Seventy2 Capital
Ebony Benjamin

Executive Registered Client Service Associate

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Marilyn Bland | Seventy2 Capital Wealth Management
Marilyn Bland

Senior Client Service Associate

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Connor Buck, CFP® | Seventy2 Capital Wealth Management
Connor Buck, CFP®

Wealth Planning Associate

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Jennifer Caprio
Jennifer Caprio

Senior Client Service Associate

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Connor Carpenter | Seventy2 Capital Wealth Management
Connor Carpenter

Registered Client Service Associate

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Brandon L. Cauley | Seventy2 Capital Wealth Management
Brandon L. Cauley

Executive Registered Client Service Associate

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Cory Chambers | Senior Registered Wealth Associate | Seventy2 Capital
Cory Chambers

Executive Registered Client Service Associate

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Adam Consalvo | 72Capital Wealth Management
Adam Consalvo

Senior Registered Client Service Associate

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Brenda Correa | Seventy2 Capital Wealth Management
Brenda Correa

Client Service Associate

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Melanie Controneo | Seventy2 Capital
Melanie Cotroneo

Client Service Associate

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Brian Davies | Senior Registered Wealth Associate | Seventy2 Capital
Brian Davies

Senior Registered Client Service Associate

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Pacita DeVera | Seventy2 Capital Wealth Management
Pacita DeVera

Executive Registered Client Service Associate

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Kylie Elser | Seventy2 Capital Wealth Management
Kylie Elser

Client Service Associate

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Jennifer Engelhardt | Seventy2 Capital Wealth Management
Jennifer Engelhardt

Senior Registered Client Service Associate

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Alicia Forrester | Seventy2 Capital Wealth Management
Alicia Forrester

Senior Registered Client Service Associate

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Nicholas Garcia Wealth Associate & Executive Assistant
Nicholas Garcia

Registered Client Service Associate

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Summer Ryan Gigliotti | Seventy2 Capital Wealth Management
Summer Gigliotti

Executive Registered Client Service Associate

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Janine Granados | Senior Wealth Associate | Seventy2 Capital
Janine Granados

Senior Client Service Associate

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Melissa Herbert | Seventy2 Capital Wealth Management
Melissa Herbert

Senior Registered Client Service Associate & Office Coordinator

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Paul Hofmann | Senior Registered Wealth Associate | Seventy2 Capital
Paul Hofmann

Executive Registered Client Service Associate

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Norena Howard | Senior Registered Wealth Associate | Seventy2 Capital
Norena Howard

Executive Registered Client Service Associate

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Erin Jones | Seventy2 Capital Wealth Management
Erin Jones

Wealth Planning Associate

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Jodelle Jones | Senior Wealth Associate | Seventy2 Capital
Jodelle Jones

Executive Client Service Associate & Office Coordinator

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Bryce Joyner | Seventy2 Capital Wealth Management
Bryce Joyner

Registered Client Service Associate & Office Coordinator

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Ed Kraemer | Senior Registered Wealth Associate | Seventy2 Capital
Ed Kraemer

Executive Registered Client Service Associate

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Jane Kunak | Seventy2 Capital
Jane Kunak

Senior Registered Client Service Associate

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Dayna Mason
Dayna Mason

Senior Registered Client Service Associate

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Brett Leschack | Seventy2 Capital Wealth Management
Brett Leschack

Senior Registered Client Service Associate

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Joy Lomibao | Vice President, Client Relations, Founding Member | Seventy2 Capital
Joy Lomibao

Vice President, Client Relations

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Rose McEwen | Seventy2 Capital
Rose McEwen

Senior Client Service Associate & Office Coordinator

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Antonio Price | Senior Registered Wealth Associate | Seventy2 Capital
Antonio Price

Executive Registered Client Service Associate

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Ashley Printz | Wealth Associate | Seventy2 Capital
Ashley Printz

Executive Client Service Associate & Office Administration Manager

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Kristina R. Radom | Seventy2 Capital Wealth Management
Kristina Radom

Client Service Associate

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Al Raia | Seventy2 Capital Wealth Management
Al Raia

Senior Registered Client Service Associate

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Elijah Rojas | Seventy2 Capital Wealth Management
Elijah Rojas

Registered Client Service Associate & Office Administration Manager

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Anthony Sarago | Seventy2 Capital Wealth Management
Anthony Sarago

Client Service Associate

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Christine Sauer | 72Capital Wealth Management
Christine Sauer

Executive Registered Client Service Associate

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Colby Savadove | Senior Registered Wealth Associate | Seventy2 Capital
Colby Savadove

Executive Registered Client Service Associate

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Kevin Shultis, CIMA® | Registered Wealth Associate | Seventy2 Capital
Kevin Shultis, CIMA®

Senior Registered Client Service Associate

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Joann J. Shytle
Joann J. Shytle

Executive Registered Client Service Associate

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Alex Simet | Wealth Associate | Seventy2 Capital
Alex Simet

Registered Client Service Associate & Investment Specialist

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Nancy Skonberg, CFP® | Senior Registered Client Associate | Seventy2 Capital
Nancy Skonberg, CFP®

Wealth Planning Manager

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Lisa Spangler | Senior Wealth Associate | Seventy2 Capital
Lisa Spangler

Executive Registered Client Service Associate & Office Coordinator

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Nicole Stenquist | Seventy2 Capital
Nicole Stenquist

Executive Client Service Associate & Office Administration Manager

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Emily Taylor | Seventy2 Capital
Emily Taylor

Senior Registered Client Service Associate

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Susan Tooker

Executive Registered Client Service Associate

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Sandy Vecere | Senior Registered Wealth Associate | Seventy2 Capital
Sandy Vecere

Executive Registered Client Service Associate & Office Administration Manager

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Grant Wallace | Seventy2 Capital Wealth Management
Grant Wallace

Senior Client Service Associate

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Kerry Zavory | Senior Registered Wealth Associate | Seventy2 Capital
Kerry Zavory

Executive Registered Client Service Associate

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Nina Zelaya | 72Capital Wealth Management
Nina Zelaya

Executive Registered Client Service Associate

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