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Liz Hoerle Project Management Associate Liz is a Project Management Associate who supports our administration, service, planning, and advisor teams. Liz is a versatile team

Matt Mordini Planning Associate Matt is a Planning Associate who works closely with our Lead Advisors to develop comprehensive financial strategies for a diverse range

Breanna DeLuca Operations Coordinator Bree is the Operations Coordinator which supports inter-team communications, coordinating and overseeing projects, and documenting company-wide and departmental processes. Bree came

Julian H. Good, Jr., CLU, ChFC Wealth Manager, Partner Julian Good is a Wealth Manager and Partner at Trove Private Wealth. Julian joined Trove Private

Jennifer Pescatore Client Service Manager Jen serves on the Executive Administration Team supporting the firm’s advisors with all aspects of scheduling, communication, project management, event

Cindy L’Europa Client Service Manager Cindy is an integral part of our Client Service Team, which manages all aspects of customer service related to plans,

Cheryl Ware Executive Administrator Cheryl serves on the Executive Administration Team supporting the firm’s advisors with all aspects of scheduling, communication, project management, event production,

Sarah Procaccini Executive Administrator Sarah serves on the Executive Administration Team, supporting the firm’s advisors with all aspects of scheduling, communication, project management, event production,

Glenna Mann Director of Client Service In her role as Director of Client Service, Glenna oversees all aspects of customer service related to plans, accounts

Matt Edwards Wealth Management Associate Matt is a Wealth Management Associate who assists our advisors in planning for a large segment of our clients. He