Features

Colleen McCaffery and Michael Katz are an advisory team focused on successful individuals, multi-generational families, business owners, divorced and widowed women, and those in transitional parts of their lives with complex issues. The collaboration of McCaffery and Katz, both with over 25 years of experience, brings a highly engaged team with complementary skill sets to

The first thing Christopher Smulski shares with his clients is background about himself and his family. It’s a way to set his clients at ease, and to prompt them to share their stories. Getting to know his clients and learning about their personal and financial goals is a key first step in building successful relationships.

As Investment Advisor at Aaron Wealth Advisors, an independent boutique advisory firm, Jenn Barry serves as a fiduciary and advocate for her clients to help simplify the complexities of their wealth. By building deep, trusting relationships, Barry advises her clients to view their wealth as a tool to live fulfilling and meaningful lives. “I like

In her role as Investment Advisor at Aaron Wealth, Adrianna Stasiuk provides comprehensive wealth management services to the individuals and families with whom she works. Stasiuk is proud to hold both a B.A. and an MBA from the University of Notre Dame’s Mendoza College of Business. Further instrumental to her development and growth into a

Since 1983, Tom Kilborn has been helping affluent families pursue their financial goals through thoughtful investment advice and guidance at Merrill Lynch Wealth Management. He draws upon his years of investment experience to help clients preserve and grow their assets during their lifetime while helping build a legacy for future generations. As lead partner of

At a young age, F.J. Phillips witnessed the devastating effects that can result from a lack of financial planning, and he takes a personal interest in each of his clients to make sure that doesn’t happen to them. Phillips joined Merrill Lynch Wealth Management in 1997, and his expertise in comprehensive, multi-generational wealth management and