Renee Files
Renee Files provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2021.
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Michael Paregian, CFP®, CCFS
Michael Paregian collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2017.
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Cindy (Lucinda) Peterson, CPA®, CFP®
Cindy Peterson works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2002.
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Andrew Bass
Andrew Bass assists with operational processes such as client onboarding, account maintenance, and reporting. He also supports the team with the trading of equities and fixed-income securities. He joined the company in 2022.
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Joel Morris, CFP®, AEP®
Joel Morris collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2015.
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Brittany Knight, FPQP®
Brittany Knight provides operational support including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2015.
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Danielle Seningen
Danielle Seningen provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2021.
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Christopher Williams, CFP®, EA, CEPA®
Christopher Williams collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2024.
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Michael Mendelson
Michael Mendelson partners with leadership to drive strategic growth, operational excellence, and financial performance across the private wealth management group. He joined the company in 2025.
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Maria Jameel
Maria Jameel is Vice President, Talent Acquisition Manager at WSFS Bank. She has over 10 years of experience in Talent Acquisition, Human Resources, and Client Management. Maria specializes in leading talent strategy and initiatives that drive organizational growth and success. She holds a bachelor’s degree in organizational leadership from Wilmington University. Beyond her professional role,…
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Colton Steele
Colton Steele assists with fixed-income trading and portfolio management. He joined the company in 2025.
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Denise Iemolo, MBA
Denise Iemolo collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. She joined the company in 2025.
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Steve Nguyen
Steve Nguyen collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
