Colony
Stephen Miller
Managing Director
Stephen Stelljes, JD, Cfp®
President Of Client Services
Steve Schuler
Managing Director And Senior Wealth Advisor
Theresa Dinozzi
Portfolio Administrator And Client Services
Tim Delay
Development Officer
Trip Millikin
Senior Portfolio Manager
Vince Damasco
Analyst
Wayne Zussman, MBA, Cfp® Adfa
Principal And Senior Wealth Advisor
William Masse, Cfp®
Associate Wealth Advisor
Yasia Ellerbee
Bookkeeper
Zinovy Iosovich
President & Chief Services Officer