Broker Check

Meet Our Team

You will notice the difference from the very first time you call our office. No automated phone trees, just engaged and caring people who make your concerns their own. Every member of our firm is here to serve you and strives to exceed your expectations in every interaction.

Michael  Congdon

Michael Congdon

Chief Executive Officer

Mark  Congdon

Mark A. Congdon, AIF

Founder, Senior Partner

Timothy  Hammond

Timothy R. Hammond

Senior Financial Advisor

Donald  Kwarta

Donald J. Kwarta

Financial Advisor

Jonathan Blazick

Jonathan Blazick

Financial Advisor

Amanda Heagerty

Amanda Heagerty

Associate Advisor

Kenneth Blazick

Kenneth Blazick, AIF

Chief Investment Officer

Carrie  Sigler

Carrie Sigler

Chief Operating Officer

Brian  Novellin

Brian Novellin

Director of Trading

Kristin Kuhn

Kristin Kuhn

Senior Client Services Specialist

Tabitha  Moreland

Tabitha Moreland

Client Services Specialist

Cyndy Hayes

Director of First Impressions