A COLLABORATIVE TEAM to count on

It takes a village, they say. And we couldn’t agree more. We believe that everyone has their own talents and wisdom to share with the world and one another, which is why drawing on our collective experience and insight is very important to our team.

Together, we enjoy guiding our clients – our friends – through the ins and outs of their financial life. We’ve found that connecting on a personal level with you and with each other is what enables us to do our best work on your behalf.

Management

Bob Milligan
Robert Milligan, CFP®, CIMA®, AIF®
Managing Partner, 1792 Wealth Advisors Branch Manager, RJFS
Corinne Brogan
Corinne Brogan
Portfolio Strategist, 1792 Wealth Advisors Wealth Advisor, RJFS
Margaret Selby
Ms Margaret Robina Selby
Director of Operations and Client Services, 1792 Wealth Advisors Registered Client Associate, RJFS
William Shinner
William Shinners
Director of Business Development, 1792 Wealth Advisors Branch Manager, RJFS
Ted Abenstein
Ted Abenstein
Supervisory Manager, 1792 Wealth Advisors

Advisors

Andrew Ober Bio Headshot
Andrew Ober
Director, Partner, 1792 Wealth Advisors Financial Advisor, RJFS
Barry Gross
Barry M. Gross, CPFA
Senior Vice President, 1792 Wealth Advisors Investment Manager, Wealth Advisor, RJFS
Brad Mehl
Brad Mehl, CFP®, CPFA
Vice President & Partner, 1792 Wealth Advisors Wealth Advisor, RJFS
Chris Marlar
Christopher D. Marlar
Wealth Advisor, RJFS
Daniel Barrett Bio Image
Daniel Barrett
Wealth Advisor, RJFS Senior Vice President, 1792 Wealth Advisors
Dave Sprenkle
Dave Sprenkle
Founder, Sprenkle Wealth Management Financial Advisor, RJFS
Dave Simon
David Simon , Certified Exit Planning Advisor
SVP, Partner, 1792 Wealth Advisors Wealth Advisor, RJFS
Doug Roskos
Douglas Roskos, CFP®, CRPC®, CPFA™
Founder, Roskos Wealth Management Wealth Advisor, RJFS
James Marchesi
James F. Marchesi, CFP®, AIF®
Partner, Mill Ridge Wealth Management Financial Advisor, RJFS
Michael Ipp
Michael Ipp
Wealth Advisor
Michael Pirello
Michael M. Pirrello, CFP®, AIF®
Partner, Mill Ridge Wealth Management Financial Advisor, RJFS
Nicholas Buccino
Nicholas J. Buccino, CFP®
Registered Investment Advisor Agent, 1792 Wealth Advisors Wealth Advisor, RJFS
Richard Miktus
Richard J. Miktus
VP, 1792 Wealth Advisors Wealth Advisor, RJFS

Support

Daniel Huse Bio Headshot
Daniel Huse
Senior Client Service Manager
Heather Jacobs
Heather Killian-Srinivasan
Client Relations Specialist
Kathleen Cembor Bio Headshot
Kathleen Cembor
Client Service Specialist, RJFS
Lisa Kain
Eileen Elizabeth Kain
Transition Director, 1792 Wealth Advisors Registered Client Relations Specialist, RJFS
Tracey Atkinson
Tracey A. Atkinson
Client Services Manager
Theresa Lehigh
Theresa Lehigh
Senior Client Service Manager
amanda d'alia
Amanda D'Alia
Registered Client Relations Specialist, RJFS 1792 Wealth Advisors

Providing customized services for discerning clients

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