Meet the team

Our mission is to provide our clients with the highest quality service and the commensurate returns that can allow them to live the lifestyle they desire. We know that you have worked hard to achieve your goals, and we are honored by the trust you place in us as your financial advisor.

Please know that we are always available to assist you with any questions, discuss investment ideas, or perform a thorough portfolio review with you. Please don't hesitate to contact any of us at any time. We would love to hear from you!

Emil Baczyk bio photo

Emil Baczyk, CFP®, CPWA®

Senior Vice President - Financial Advisor, Senior Portfolio Director Group

609-608-1561 640-203-2659
Email |
Alexander Simanovsky bio photo

Alexander Simanovsky

Senior Vice President - Financial Advisor

640-203-2618
Brianna Clater bio photo

Brianna Clater

Client Associate

609-936-6414 640-252-3080
Dean Sorantino bio photo

Dean Sorantino

Client Associate

609-608-1559

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


advisor

Senior Vice President, Director of Portfolio Advisory Group


advisor

Wealth Strategist


advisor

Wealth Strategist


advisor

Trust Consultant