Your Team

AllLeadershipWealth Management TeamInvestment TeamClient Services & Operations
CEO

Paul Lonergan

President, Chief Wealth Officer

Ken Zannoni CFP®

President, Chief Operating Officer

Rich Villiotte

Chief Investment Officer

Richard Barrett

Executive Managing Director

Michael Galvin CFP®

Chief Strategic Officer

Scott Dell’Orfano

General Counsel & Chief Compliance Officer

Candace Cavalier JD

Chief Financial Officer

Erin Wendell CPA

Senior Advisor

William Landman JD

National Sales Manager

Robert Driscoll, MBA

Senior VP of Strategic Partnerships

Ryan Carroll

Managing Director, West Coast

Christopher J. Bleuher

VP of IT

Nedim Čelik

Managing Director

Michael Harty CFA®

Managing Director

Clinton Lynch CFP®, CPWA®

Managing Director

Gary Droz

VP of Human Resources

Tamara Gardner S.P.H.R.

Director of Operations

Ryan Igoe

National Director of Advisor Support

Meghan Joyce

Director of Accounting

John Lenihan

National Director of Client Relations

Kristin Tucker CFP®

Wealth Manager, Principal

David Kauffman
JD, CFP®, CTS

Wealth Manager, Principal

Deb Kriebel CFP®, MBA

Wealth Manager, Principal

Jeff Troll CFP®, CFA®, CPA

Wealth Manager

John Berry AAMS®

Wealth Manager

Robert Breslin
CFP®, CLU®

Wealth Manager

May Cheung CFP®

Wealth Manager

Brendan Collins CFP®

Senior Vice President

David Costigan CFP®

Wealth Manager

Mindy Gasthalter CFP®, MBA

Wealth Manager

Jennifer Gates

Wealth Manager

Michael K. Green, Jr.
JD, CFP®

Wealth Manager

Mike Hamolia CFP®

Wealth Manager

Siobhaun M. Johnson CFP®

Wealth Manager

Christine Lawless CFP®

Wealth Manager

Meghan Lee CFP®

Wealth Manager

Michael J. Murphy CFA®

Senior Planning Associate

Tom Raynor CFP®

Wealth Manager

Josh Rivers CFP®

Wealth Manager

Patrick Scherer CFP®, ChFC®

Wealth Manager

Michael Shires CFP®

Wealth Manager, Principal

David Turbiner MBA®, JD

Wealth Manager

Stephen Wright CFP®

Wealth Manager

Eric Zeltner CFP® CPFA®

Client Advisor

Matthew Bean

Client Advisor

Lauren Manning

Senior VP of Investments

Carl Noble CFA®

Senior VP of Investment Strategy

Sean Dillon CMT, CFTe

Director of Quantitative Research

Sauro Locatelli
CFA®, FRM, SCR

Senior Trader

Joe Zimmermann

Trader

Ross Causley

Senior Relationship Manager

Hillary Bender FPQP

Senior Relationship Manager

Lisa Cassidy

Relationship Manager

Sydney Charbonnier

Accounting Manager

Sarah Costello

Relationship Manager

Noah Cohen

Internal Sales Consultant

Declan Coleman

Office Manager

Solange Depina

Relationship Manager

Monica Faithfull

Relationship Manager

Zachary Elgin-Miller

Internal Sales Consultant

Erich Fradenburg

Relationship Manager

Coralea Geraniotis

Relationship Manager

Leah Gradon

Senior Relationship Manager

Karima Haynes, FPQP™

Relationship Manager

Fred Herlihy

Human Resources Manager

Karen Kellner SHRM-CP®

Relationship Manager

Barbara Kramer

Relationship Manager

Joseph Levy

Relationship Manager

Brendan Lortie CFP®

Senior Analyst

Rich Milburn CFA®

Relationship Manager

Caleigh Nolan

Relationship Manager

Andrea Paucar

Relationship Manager

Ildefonso Pillot-Olive III

Senior Relationship Manager

Jen Tucker

Senior Analyst

Greg Wilent CFA®

IT Specialsit

Jovi Opačić

CEO

Paul Lonergan


Education & Certifications
  • B.A., University of Massachusetts Amherst
  • Executive Leadership Programs, Wharton School
Community Involvement

We are very fortunate to work with wonderful clients in a great industry. Because of our good fortune I feel it is important for us to give back to the broader community. Beyond my role as President, I serve as an active member of the Management Committee for Congress Asset Management and as a Trustee for both Regis College and Lawrence Catholic Academy. Previously, I was a long-time Trustee of Cristo Rey Boston High School and served on the Advisory Board of the Laboure Center in South Boston. In 2014, I was appointed by the Governor as a Director of the University of Massachusetts Building Authority.


Professional background
Prior to Congress Wealth, I spent over a decade with SEI Investments (ticker SEIC) in a variety of roles. Most recently, I was a Senior Vice President leading their Family Office business and opening ultra-high net worth offices in Boston and London.

Guiding financial principles
Treat your clients’ money like it was your mother’s.

Most professional satisfaction
Helping people achieve their goals and reduce their stress. Additionally, I thoroughly enjoy coaching the next-generation of Congress Wealth’s leadership.

Best advice ever received
Find something you really enjoy doing and it won’t be work.

Favorite book
The Sea by John Banville because it is beautifully written about the unpredictable nature of memory. The lesson is that impressions are unreliable. Decisions as consequential as those affecting our financial lives should be made using fact-based expertise and advice.

Favorite quote
“Not for ourselves alone are we born” – Cicero

Office:Boston, MA

President, Chief Wealth Officer

Ken Zannoni CFP®


Education & Certifications
  • B.S., University of Massachusetts
  • Certified Financial Planner™
Community Involvement

Beyond my role here at Congress Wealth Management, I also serve as a member of the National Financial Planning Association.


Professional background
Prior to co-founding Congress Wealth, I was Vice President and Senior Account Executive in the Private Asset group of Fidelity Investments, Boston. I was responsible for providing investment and planning advice to a book of clients that exceeded $2 billion in assets.

Guiding financial principles
The fiduciary standard of care. I try to advise clients on what is truly in their long-term best interest. Most importantly, the plans that we construct are designed with simplicity, logic and are laser-focus on achieving goals.

Financial advice to live by
Think long term and use time as an asset. It’s the most powerful asset we all have. Too often investors get “frozen” and stuck in inertia. Taking the first step towards building a plan is the first step in making progress.

Most professional satisfaction
Watching the nervousness and anxiety caused by financial matters evaporate over time. When clients become unburdened they are empowered to focus on what truly matters to them.

Best advice ever received
Keep it simple. Too often, progress is delayed because of complexity for complexity sake. Focus on making progress towards achieving goals one step at a time – there’s no silver bullet. Maintaining financial health is no different than maintaining physical health; it requires focus, effort, and a solid plan one can stick with over the long-term.

Favorite book
The Outliers by Malcolm Gladwell. It reinforces the notion that experience and success require skill, effort, and most importantly, time.

Most happy when
Spending time outdoors with my incredible wife, three amazing boys, and without a phone, screen, and Xbox in sight!

Office:Boston, MA

President, Chief Operating Officer

Rich Villiotte


Education & Certifications
  • B.A., Clark University
Community Involvement

Outside the office, I serve on the Board of Directors of The Patrons of the Arts in the Vatican Museums, and I actively support the Topsfield Athletic Association.


Professional background
I am an entrepreneur who has held positions of leadership in multiple industries, leveraging my experience in sales, marketing, operations and management.

Guiding financial principles
You need less than you think.

Most professional satisfaction
Building and implementing a process that provides a greater likelihood of success for our employees and/or our clients.

Why this profession
I enjoy the challenge of being in a dynamic role for a growing company that is both results and client-satisfaction driven.

Best advice ever received
Be humble, and always be of use.

Favorite book
Heat by Bill Buford.

Favorite quote
“The supreme quality for leadership is unquestionably integrity. Without it, no real success is possible, no matter whether it is on a football field, in an army, or in an office.” – Dwight D. Eisenhower.

Most happy when
On the beach with my family.

Office:Boston, MA

Chief Investment Officer

Richard Barrett


Education & Certifications
  • B.S., Boston College
  • MBA, Harvard Business School
Community Involvement

In the past, I have served on the Executive Committee of the Board of Directors at Catholic Memorial High School, as well as served as the President of Charles River Country Club in Newton Centre, MA. As former President and Life Trustee of the Francis Ouimet Caddie Scholarship Fund, I was also on the Championship Executive Committee for the 2013 U.S. Amateur Golf Championship.


Professional background
Prior to joining Congress Wealth in 2016, I was the Chief Investment Officer for the Flatley Family Office. I have also previously held investment positions at Fidelity Investments, Andover Capital and Wellington Management Co.

Guiding financial principles
Own quality assets and let them compound.

Financial advice to live by
Spend little and save a lot.

Most professional satisfaction
Helping clients achieve their goals.

Best advice ever received
Listen a lot, say little.

Favorite TV series
Gunsmoke.

Signature dish
Chicken schnitzel, double egg.

Spare time activity
Practicing golf – a never-ending struggle.

Office:Boston, MA

Executive Managing Director

Michael Galvin CFP®


Education & Certifications
  • B.A., Boston College
  • MBA, Boston College
  • Certified Financial Planner™

Professional background
I’ve been with Congress Wealth Management for over eight years, currently overseeing our Family Office Group. Previously, I held positions with SCS Financial (an RIA in Boston servicing ultra-high net worth individuals and families) and State Street Bank.

Guiding financial principles
Integrity, intelligence, passion and energy for helping individuals and families achieve their goals.

Financial advice to live by
Time is one of your biggest assets. Allowing investments to compound over a long period gives you the highest probability of success.

Most professional satisfaction
When a family tells us they don’t know what they would do without us. There is nothing more satisfying than knowing we’ve helped make their lives just a little bit easier.

Best advice ever received
Know your clients better than anyone else.

Favorite quote
“Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves.”  – Steve Jobs.

Spare time activities
Love spending time with my wife Andrea watching our boys Theo & Luke grow up, reading biographies, spending time outdoors and cheering on all my Boston sports teams.

Office:Boston, MA

Chief Strategic Officer

Scott Dell’Orfano


Education & Certifications
  • B.S. in Economics from Union College

Professional background
I joined Congress Wealth Management from Boston Private Wealth, where I served as President and previously Chief Operating Officer.  I was also Executive Vice President of Fidelity Institutional Wealth Services Group.

Guiding financial principles
Stay focused on the long term and block out short term noise.

Financial advice to live by
Something that sounds too good to be true, probably is.

Most professional satisfaction
Building Businesses and mentoring younger financial service professionals.

Favorite quote
“Live to fight another day.“

Favorite movie
Hoosiers because I love the story of the underdog winning.

Spare time activities
Golf, boating and traveling.

Office:Boston, MA

General Counsel & Chief Compliance Officer

Candace Cavalier JD


Education & Certifications
  • B.A., University of Pennsylvania
  • J.D., Washington College of Law
  • LL.M., Boston University

Professional background
I have held positions at Axiom Law, Brown Brothers Harriman & Co. and K&L Gates, LLP.

Most professional satisfaction
Helping colleagues, improving processes and completing deliverables give me great professional satisfaction.

Best advice ever received
Never forget to follow up with people and say thank you after a request.

Favorite TV show
The Good Fight because the stories are so smart.

Signature dish
Salade Nicoise

Most happy when
In Ogunquit, Maine at low tide.

Favorite quote
“Never leave that till tomorrow which you can do today.” – Benjamin Franklin

Spare time activities
I love photography, visiting museums and being outside.

Office:Boston, MA

Chief Financial Officer

Erin Wendell CPA


Education & Certifications
  • CPA
  • BBA, Accounting – University of Notre Dame
  • Master of Professional Accountancy, Indiana University, Kelly School of Business

Professional background
I started my career in public accounting at KPMG in Denver, CO.  I pivoted to forward-looking finance roles, first as a Senior Financial Analyst then a Financial Consultant, before moving to Maryland.  I was the Chief Financial Officer at Pinnacle Advisory Group, Inc. before joining Congress Wealth Management.

Financial advice to live by
Plan for the unexpected.

Most professional satisfaction
I enjoy using complex analysis, critical thinking and creative problem-solving to bring transparency to complicated financial scenarios.  I also enjoy redesigning processes to achieve improvements in efficiency, accuracy and the ability to track and monitor metrics.

Best advice ever received
Only with effective communication can numbers on a spreadsheet become effective recommendations that deliver tangible results.

Favorite book
To Kill A Mockingbird by Harper Lee, because it taught me to search for a deeper meaning behind the black-and-white words on a page.

Favorite quote
“Shoot for the moon. Even if you miss, you’ll land among the stars.”

Spare time activities
I met my husband rock climbing years ago and we recently introduced our daughter to the sport. The combination of doing something active and challenging outdoors with the people you love makes me happiest.

Office:Boston, MA

Senior Advisor

William Landman JD

Mr. Landman serves as Senior Advisor to Congress, leveraging his extensive professional experience to support the firm’s strategic initiatives. He was a co-founder of MainLine Private Wealth LLC, a Wynnewood, Pennsylvania-based RIA, which merged with Congress in 2023. He serves on numerous boards, including Zeta Global Holdings Corp (publicly traded on NYSE). Mr. Landman is also a co-founding and controlling member of MainLine Investment Partners, a family office that makes private equity investments in operating businesses. He is a co-founding/controlling member of Merion Realty Partners, a vertically integrated multi-family real estate organization. Mr. Landman is an Emeritus Trustee of the Thomas Jefferson University Board of Trustees. He was a partner in Reich & Landman with offices in Pittsburgh, PA and Sarasota, FL, with expertise in transactional corporate practices and the representation of professional athletes. Mr. Landman holds a Bachelor of Arts degree from the University of Pittsburgh and a Juris Doctor from the University of Pittsburgh School of Law.

National Sales Manager

Robert Driscoll, MBA


Education & Certifications
  • B.A., Boston College
  • MBA, Boston College

Professional background
Prior to Congress Wealth Management, I was an Equity Sales Trader at Jefferies for sixteen years.

Guiding financial principles
Panic is never a good option.

Financial advice to live by
Slow and steady is a proven winning method.

Most professional satisfaction
Teaching people about finance.

Best advice ever received
Keep good care of your reputation, because that’s all you take with you from place to place.

My motto
“Common sense is very uncommon.” – Mark Twain.

Favorite quote
“It is not the critic who counts…The credit belongs to the man who is actually in the arena; whose face is marred by the dust and sweat and blood; who strives valiantly … who, at worst, if he fails, at least fails while daring greatly; so that his place shall never be with those cold and timid souls who know neither victory or defeat.” – Teddy Roosevelt

Office:Boston, MA

Senior VP of Strategic Partnerships

Ryan Carroll


Education & Certifications
  • B.A., University of Vermont

Professional background
Prior to Congress Wealth Management, I was a Regional Director, External Wholesaler at Congress Asset Management. I worked on political campaigns after graduating from University of Vermont, and started my career in wealth management at U.S Trust in New York City.

Guiding financial principles
The experience of witnessing the power that a better education about personal finances and wealth management can have on people’s ability to help achieve other life goals.

Financial advice to live by
Time and compounding are any investor’s biggest assets.

Most professional satisfaction
Helping people make better decisions by establishing a process based on data and helping them acknowledge how behavior, emotions, and heuristics can play a role in their financial lives.

Best advice ever received
Don’t take yourself too seriously, but take what you do seriously.

Favorite book
The Road Home by Jim Harrison.

Spare time activities
I spend my free time being active by pursuing several sports (golf, squash, skiing/snowboarding) and other outdoor activities (hiking). In addition, I volunteer for political campaigns and spend time with my wife Erin and our rescue dog Olivia.

Office:Boston, MA

Managing Director, West Coast

Christopher J. Bleuher


Education & Certifications
  • B.A., University of Connecticut

Professional background
Prior to Congress Wealth, I founded and ran Domus Capital Group, LLC. Domus was an independent RIA that served in the capacity of wealth management and boutique family office services for a select group of families and individuals across the United States. I have over thirty years of experience in the financial services industry.

Guiding financial principles
Every client is unique, but sound financial stewardship is critical for all.

Financial advice to live by
“Opportunity is missed by most people because it is dressed in overalls and looks like work.” – Thomas Edison

Most professional satisfaction
The relationships that I continue to build over time with my clients and helping them to not only meet their goals, but to help them live rewarding lives.

Best advice ever received
That you have the opportunity to make a difference in the world and in yourself, so make each day count.

Most happy when
With family and friends on the ocean or the golf course.

Favorite quote
“When you arise in the morning, think of what a precious privilege it is to be alive – to breathe, to think, to enjoy, to love.” – Marcus Aurelius.

Office:Avila Beach, CA

VP of IT

Nedim Čelik


Education & Certifications
  • BS Electrical Engineering University of Applied Sciences Frankfurt Germany
  • Certified Information Systems Security Professional CISSP
  • Project Management Professional PMI-PMP

Community Involvement:
I was a conservation commission member in Burlington Mass

Professional background:
I have been aligning IT organizations with organizational goals. I am passionate about data security, integrity and privacy of our customers and employees.

Most professional satisfaction:
Enabling organizations to excel through technology

Best advice ever received:
Listen!

Most happy when:
I am outdoors with my family

Office:Boston, MA

Managing Director

Michael Harty CFA®


Education & Certifications
  • B.S., W.A. Franke College of Business at Northern Arizona University
  • CFA®

Professional background
Prior to my experience at Congress Wealth, I was at Charles Schwab for nine years. My job titles included time as an Investment Consultant, Regional Trading Consultant and, most recently, as Vice President, Financial Consultant.

Guiding financial principles
A well-thought-out financial plan only needs discipline and time for it to be successful.

Financial advice to live by
Understand your income and expenses. If those two things are in line, financial success is inevitable.

Most professional satisfaction
The moment when one of my clients realizes that those long-term goals we discussed are in reach. That, and working with a great team of people who challenge me.

Best advice ever received
Focus on the process and results will come. I’ve found it to be true in trying to achieve almost any goal that I’ve set.

Favorite quote
“Learning never exhausts the mind.” – Leonardo Da Vinci.

Most happy when
I’m happiest when I’m surrounded by people that I love, engaged in great conversation. A good glass of red wine goes well with those things too.

Office:Scottsdale, AZ

Managing Director

Clinton Lynch CFP®, CPWA®


Education & Certifications
  • B.S., Finance, Saint Joseph’s University
  • Certified Financial Planner™
  • Certified Private Wealth Advisor®
Community Involvement

Red Cross – Blood Platelet Donor, Compassion International – Sponsor / Volunteer, Archbishop Williams High School – Career Day Volunteer, Exit Planning Exchange – Former Member


Professional background
I started my career in fixed income sales at Bear Stearns. From there I worked in the mutual fund industry as a wholesaler at Eaton Vance and TS Capital. I’ve been a wealth advisor for the last eight years and have experience working with individual clients, closely held family businesses, endowments, 401k plans, and corporate stock plans.

Guiding financial principles
Treat every client as if it was your only one.

Most professional satisfaction
Helping to educate clients to make prudent financial decisions so they can feel in control of their lives.

Best advice ever received
To Always Persevere.

Signature dish
Lobster Thermidore

Favorite book
The Power of Positive Thinking by Norman Vincent Pearle. I think it teaches us to be more conscious of our thought patterns.

Office:Boston, MA

Managing Director

Gary Droz

Gary Droz serves as a Managing Director for the firm. Prior to joining Congress Gary co-founded and served as the Managing Director of MainLine Private Wealth, directing the strategic initiatives of the firm. He has worked in financial services for more than 30 years, advising affluent families and institutions and their respective trusts, estates, foundations, endowments and pension plans. Mr. Droz has been featured as a contributing author with ABC News where he provided expertise in the areas of investments and 401k plans. He has also been featured in publications from ETF.com, Barron’s, Reuters, MarketWatch, ThinkAdvisor, Morningstar, Financial Advisor and Investing.com. He has frequently served as a board member for a number of non-profit organizations that work to benefit the Pittsburgh community.

Mr. Droz previously served as the president and managing director of Innovest Financial Management and co-founded the Senior Insurance Institute. The Institute presented educational symposia throughout southeast Florida with the goal of educating seniors and addressing advanced life insurance issues. Mr. Droz was the primary lecturer during these programs, through which he instructed hundreds of seniors on sophisticated insurance strategies over the course of 2007 and 2008. More recently, Mr. Droz has a Bachelor of Arts degree in communications from the University of Pittsburgh.

Office:Wynnewood, PA

VP of Human Resources

Tamara Gardner S.P.H.R.


Education & Certifications
  • B.S. in Psychology, Green Mountain College
  • S.P.H.R. (Senior Professional in Human Resources)
  • Lean Six Sigma Green Belt
  • Hogan Certified Assessor

Community Involvement:
  • Pro-bono HR work for a non-profit serving individuals and families dealing with domestic trauma
  • Mentor and event speaker for teen girls on the South Shore

Professional background:
Prior to joining CW Advisors, I enjoyed serving in various HR leadership roles primarily in financial services and management consulting industries.

Guiding financial principles:
Always plan for the unexpected.

Financial advice to live by:
From my grandfather, “what you earn is yours, what you get beyond that is extra….only plan with what you earn”

Most professional satisfaction:
When I’m made aware that my coaching or tools made a measurable impact on an individual or team, and that they’ve chosen to pay it forward.

Best advice ever received:
Remember that improvement in any area goes beyond processes into interpersonal dynamics. When you embrace a mindset of understanding, empathy, and collaboration, you can elevate your ability to influence effectively and drive positive change.

Favorite movie, book, album, or TV show, and why:
When I was 16, my dad gave me a copy of The Prophet by Kahlil Gibran. He believed it fit my view of life then, and I still find it a relative and poetic reflection on life, love, and spirituality.

Favorite quote:
“The art of knowing is knowing what to ignore” Rumi

What is your signature dish:
a 3-5ft charcuterie platter themed for the occasion

How do you spend your free time (hobbies, interests):
I am a lifelong lover of books, music, competitive lawn sports, the ocean, and writing.

Office:Boston, MA

Director of Operations

Ryan Igoe


Education & Certifications
  • B.A., Boston College

Professional background
I spent three years as an intern for Congress Wealth Management, and officially became part of the team in October of 2017.

Guiding financial principles
Don’t spend more than your paycheck, and always have money saved for a rainy day.

Financial advice to live by
Live within your means, but don’t be afraid to spend money on the people you love.

Most professional satisfaction
I truly find satisfaction when I receive an appreciative message from a client. I always enjoy making others’ lives easier, either in a professional setting or in my personal life.

Best advice ever received
Don’t be afraid to take the road less traveled.

Favorite book
My favorite book is To Kill a Mockingbird because it urges people to think differently than the status quo and embrace all different walks of life

My motto
Be the person your dog thinks you are.

Office:Boston, MA

National Director of Advisor Support

Meghan Joyce


Education & Certifications
  • B.A., Merrimack College

Professional background
I began working at Congress Wealth Management after receiving my degree from Merrimack College and have been with the firm for over seven years.

Guiding financial principles
Making thoughtful decisions.

Financial advice to live by
Spend less than you earn.

Most professional satisfaction
Helping clients reach their financial goals.

Best advice ever received
Be present in the current moment.

Most happy when
On a beach at sunset.

Spare time activities
Traveling, practicing yoga, and spending time with family and friends.

Office:Boston, MA

Director of Accounting

John Lenihan


Education & Certifications
  • BSc in Accounting at University College Cork
  • Masters in Accounting at University College Cork
  • Chartered Accountant

Professional background:
I began my career in the audit group at PwC Ireland before transferring over to PwC’s Boston office in 2015. After PwC I moved to CrossCountry Consulting providing accounting advisory services to clients. Prior to joining Congress, I was at Spero Therapeutics where I worked as the Assistant Controller.

Financial advice to live by:
Make a budget and ensure that you stick to it.

Most professional satisfaction:
Finding ways to improve processes, solving complex problems, and working collaboratively with colleagues.

Best advice ever received:
If you are going to commit to doing something, make sure you do it to the best of your ability.

Favorite movie, book, album, or TV show, and why:
The Wire -I loved the diversity of the characters and storylines.

How do you spend your free time (hobbies, interests):
I am a big sports fan, lots of time spent following my favorite teams: Arsenal in Soccer, Boston Celtics in Basketball and Limerick in an Irish sport called Hurling. I love to travel with my wife and exploring new places and going on adventures with my dog Pumba.

Most happy when:
Spending time with family and friends, travelling with my wife and playing the role as “fun uncle” with my nieces and nephews.

Office:Boston, MA

National Director of Client Relations

Kristin Tucker CFP®


Education & Certifications
  • B.A., Salisbury University
  • Certified Financial Planner™

Professional background
Prior to joining Congress, I started my career in the banking industry and then moved into a Client Service role at Pinnacle Advisory Group.  I obtained my CFP® designation in 2011 and shortly after became the Director of Client Relations, where I was responsible for overseeing the Operations teams, ensuring an exceptional client experience and implementing initiatives derived from the firm’s strategic goals.

Guiding financial principles
Ethics, education, and a passion for helping others achieve their goals.

Financial advice to live by
Live within your means, plan for your future, and diversify your investments.

Most professional satisfaction
Making a positive impact in the lives of clients, in the growth of employees, and in the success of the firm.

Best advice ever received
Hard work pays off, do the right thing, and never stop learning.

Favorite movie
The Rocky films because they are a strong depiction of when there is a will, there is a way.

Favorite quote
“Sometimes the most influential thing we can do is listen.” – Bob Burg.

Signature dish
Spaghetti Pie.

Spare time activities
Hiking, biking, sports, and being outdoors.

Most happy when
Spending quality time with my son or at the beach with family and/or friends.

Office:Columbia, MD

Wealth Manager, Principal

David Kauffman
JD, CFP®, CTS


Education & Certifications
  • B.A., Business Administration, James Madison University
  • J.D., The Widener University School of Law
  • Member of the Maryland Bar, District of Columbia Bar, and Montgomery County Bar Association.
  • Certified Financial Planner™

Professional background
Prior to Congress’s acquisition of Pinnacle, I was a partner at Pinnacle.  Prior to Pinnacle, I worked at Morgan Stanley and Ferris, Baker, Watts (now Royal Bank of Canada). I originally started my career practicing law as an estate planning attorney.

Guiding financial principles
Being a fiduciary to my clients and helping them as if I was standing in their shoes.

Most professional satisfaction
Seeing clients achieve their goals.

Favorite book
Pillars of the Earth by Ken Follett. A book about church builder during the renaissance. One of my favorites books because I lived a few months in Italy studying Renaissance art and touring churches built during this period. The book made what life was like during this period come to life.

Spare time activities
Working in the yard, exercise, walking around Home Depot, and losing in basketball to my ten year old son.

Most happy when
Spending time relaxing outdoors with family/friends .

Office:Columbia, MD

Wealth Manager, Principal

Deb Kriebel CFP®, MBA


Education & Certifications
  • B.S., Chemistry, Penn State University
  • MBA, University of Florida
  • Certified Financial Planner™
Community Involvement

CFP® Women’s Initiative (WIN) – Mentor/Mentee, Rock the Street Wall Street, Invest in Girls – Volunteer, Financial Planning Association – member.


Professional background
Partner at Pinnacle Advisory Group for twenty years, Financial planner at Pinnacle for five years. Prior to joining Pinnacle I worked for CSX Transportation, TRW Energy Engineering and Alaska Executive Search.

Guiding financial principles
Dream big and set high goals. Don’t be afraid to take risks along the way.

Financial advice to live by
Invest in yourself. You are your best asset. Lift as you climb and give back.

Most professional satisfaction
Women to Watch Awardee from Investment News, President of FPA Maryland, Charles Schwab TV Commercial & Print Ad.

Best advice ever received
Hug the monster. If there’s something holding you back or standing in your way, tackle it first, head on. Face the toughest challenges first. Also, learn something new every day.

Favorite book
Leonardo da Vinci by Walter Isaacson. Your mind is a creative masterpiece – let your imagination run wild.

Favorite quote
“No horse ever won a race it didn’t enter.”

Signature dish
My Nannie’s Stickey Buns.

Spare time activities
Photography, hiking, travel, gardening, puzzles and reading.

Most happy when
Spending time outdoors with my family and friends. Traveling to new places and photographing wildlife.

Office:Columbia, MD

Wealth Manager, Principal

Jeff Troll CFP®, CFA®, CPA


Education & Certifications
  • B.S., Pennsylvania State University
  • Certified Financial Planner, CFP®
  • Certified Public Accountant, CPA
  • Chartered Financial Analyst, CFA®

Professional background
I started in public accounting at Arthur Anderson which is now part of KPMG. After transitioning from public accounting, I worked in Strategic Planning at several telecommunications companies. I then worked at Legg Mason as an associate telecom analyst before finding my calling in Wealth Management at Pinnacle Advisory Group which was acquired by Congress Wealth Management.

Guiding financial principles
I strive to really get to know my client to drive decisions based on their needs and wants. Not every decision is made for financial reasons.

Financial advice to live by
Life is about choices and choices should be made after knowing and understanding the facts and options around those choices.

Most professional satisfaction
Watching the results of good advice come to life.

Best advice ever received
You can learn from anyone, and you are never too old to learn.

Spare time activities
I spend as much of my free time outdoors as I can hiking, kayaking, playing tennis, pickleball or basketball. I love spending time with my family especially doing one of the above or on an active vacation. If I can’t be outdoors, I also enjoy watching just about any sporting event.

Office:Columbia, MD

Wealth Manager

John Berry AAMS®


Education & Certifications
  • B.A., Assumption College
  • AAMS®

Professional background
Prior to joining Congress Wealth, I was a VP, Financial Consultant at Charles Schwab providing high net worth clients with investment guidance and comprehensive wealth management solutions.

Guiding financial principles
Being a true fiduciary and always acting in the clients’ best interests.

Financial advice to live by
Spend less than you earn and invest the difference in a well-diversified portfolio.

Most professional satisfaction
Being in a position to offer meaningful advice and help clients meet their goals is both professionally and personally rewarding.

Best advice ever received
If you’re going to take the time to do something, do it right.

Favorite book
The Alchemist by Paulo Coelho – it has many important lessons to apply to everyday life.

Most happy when
Spending time with my wife and our two young children.

Office:Boston, MA

Wealth Manager

Robert Breslin
CFP®, CLU®


Education & Certifications
  • B.A., St Lawrence University
Community Involvement

Rear Commodore of the Saunderstown Yacht Club


Professional background
I have worked in financial services for my whole career, advising both individuals and institutions. I am a Certified Financial Planner CPF as well as a Chartered Life Undewriter CLU. I started my career with Fidelity Investments advising individuals and then spent almost 20 years at Jones Institutional Trading advising hedge funds and large asset managers. Following my time at Jones I started a real estate holding company investing in income properties before returning to financial planning and advising.

Guiding financial principles
“An investment in knowledge pays the best interest.” – Benjamin Franklin

Financial advice to live by
Spend less than you earn, and invest the difference consistently in a well-diversified portfolio.

Most professional satisfaction
Helping people solve their individual financial puzzle.

Best advice ever received
Know thyself.

Favorite TV show
Seinfeld.

Favorite book
Spartina by John Casey. A classic tale of a man, a boat, and a storm, Spartina is the lyrical and compassionate story of Dick Pierce, a commercial fisherman along the shores of Rhode Island’s Narragansett Bay.

Favorite quote
“Do unto others as you would want them to do unto you.”

Signature dish
Secret steak marinade.

Spare time activities
Surfing, Skiing, Windsurfing, Paddle Tennis.

Most happy when
On or in the water.

Office:Westport, CT

Wealth Manager

May Cheung CFP®


Education & Certifications
  • BBA., York University, Toronto, Canada
  • Certified Financial Planner™
Community Involvement

IRS VITA Site Coordinator, Asian Community Resources Center.


Professional background
Relocated to Miami from Toronto in 1982 working as Accounting Manager for a property management company. Joined a self-proprietor financial planning firm in late 1992 as controller and para-planner. Gradually became senior financial planner for the company who merged with Pinnacle advisory Group in 2015 and Congress Wealth Management in May 2021.

Guiding financial principles
Honesty, sincerity and seeking my client’s interest first are my priorities.

Financial advice to live by
Live within one’s means. Always plan ahead and have plan B for alternative.

Most professional satisfaction
When client reaches his/her financial goals and in partnership with my decision making.

Best advice ever received
A Chinese proverb: “Knowledge is boundless like an ocean, only hard work and diligence will take you to the shoreline”

Spare time activities
Volunteering and giving back to my community, Zumba.

Most happy when
Spend time with my family and travel.

Office:Miami, FL

Wealth Manager

Brendan Collins CFP®


Education & Certifications
  • B.S., Babson College
  • Certified Financial Planner™
Community Involvement

Rodman Ride For Kids


Professional background
I spent the last two years at UBS providing comprehensive wealth management to new and existing clients. Prior to that, I spent the first five years of my career at Fidelity working with clients on building, implementing and monitoring their financial plans.

Guiding financial principles
Approach your investments with a long-term mentality. Don’t overreact to short-term market noise.

Financial advice to live by
In order to achieve financial success, you must have clearly defined goals and a plan in place to achieve those goals.

Most professional satisfaction
Watching client’s financial plans come to fruition and leaving a legacy for future generations.

Best advice ever received
Always approach life with humility and gratitude.

Favorite book
A Course Called Ireland by Tom Coyne because I hope to play some of the courses one day.

Favorite quote
“Purpose of life is living a life of purpose.”

Signature dish
Turkey Chili.

Spare time activities
Golfing, hiking, running, and tennis.

Most happy when
At the beach with family and friends.

Office:Boston, MA

Senior Vice President

David Costigan CFP®


Education & Certifications
  • MSBA, Financial & Tax Planning, San Diego State University
  • Leading Professional Service Firms, Harvard Business School (HBS) Executive Education
  • Certified Financial Planner™

Professional background
Prior to joining Congress Wealth Management, Dave held the position of Chief Operating Officer and Managing Partner of SlateStone Wealth from 2018 to 2020. From 2014 to 2017, Dave held the position of Executive Managing Director of Comprehensive Wealth Advisory Services with Boston Private Wealth, responsible the development and oversight of wealth advisory services for complex client relationships. In 2014, Boston Private acquired Banyan Partners, LLC where Dave served as Executive Managing Director.

Guiding financial principles
In my career I have learned that satisfied clients want to grow their assets but not with disregard to the protection of hard earned assets.

Financial advice to live by
Live within your means, save as much as possible and invest early.

Most professional satisfaction
Helping clients solve complex problems, providing sound financial guidance and discipline so that each client can spend time doing what they want to do.

Favorite book
DaVinci Code because it intertwines historical and geographic references, along with being a quick page turner.

Favorite quote
“Never let the fear of striking out keep you from playing the game.” – Babe Ruth.

Most happy when
I am on the beach with family and friends.

Office:Miami, FL

Wealth Manager

Mindy Gasthalter CFP®, MBA


Education & Certifications
  • MBA in Personal Financial Planning and CFP
Community Involvement

Member of Theater J Theater Council, President of local synagogue.


Professional background
I have been involved in the financial services industry since 1985 and a CFP® since 1998.

Guiding financial principles
I treat all of my clients equally, with respect, dignity and professionalism.

Financial advice to live by
Pay off your credit cards every month. Learn how to live within your means.

Most professional satisfaction
Working with clients directly for more than thirty-five years.

Best advice ever received
Learn how to live within your means, and every increase in income does not mean an increase in standard of living.

Favorite movie, album, TV show
The Big Chill, Supertramp – Breakfast in America, 60 Minutes.

Favorite quote
“Nobody has unlimited income; we all have choices to make.”

Spare time activities
Reading, exercising, biking, traveling (pre-Covid).

Most happy when
On vacation in some exotic location.

Office:Columbia, MD

Wealth Manager

Jennifer Gates


Education & Certifications
  • B.A., Lake Forest College
Community Involvement

Outside of my work here at Congress Wealth, I serve as an active board member of the Concord Carlisle Community Chest and chair the Investment Committee.


Professional background
Prior to Congress Wealth Management, I was Vice President with Fidelity Investments Private Client Group where my team was responsible for managing 400 client relationships and $1 billion in client assets. Prior to ten years with Fidelity, I worked with small-cap manager Wanger Asset Management in Chicago, IL.

Guiding financial principles
My goal for every client is simple. Get organized, create a plan and help them stay on track. When you focus on each unique client relationship, you ultimately build trust which is key to any successful relationship.

Financial advice to live by
Time is your greatest asset.

Most professional satisfaction
My client relationships. I truly enjoy building long term relationships with my clients. Helping them plan for and reach their goals.

Best advice ever received
Work hard and be kind.

Most happy when
Always after a good laugh. Watching my kids do something amazing. Traveling out west and soaking in the big open blue skies.

Favorite quote
“Enjoy the little things in life for one day you will look back and realize they were the big things.”

Office:Boston, MA

Wealth Manager

Michael K. Green, Jr.
JD, CFP®


Education & Certifications
  • B.A., The Catholic University of America
  • J.D., University of Notre Dame
  • Licensed attorney (Maryland)
  • Certified Financial Planner™
  • Certified Trust & Fiduciary Advisor (CTFA)
  • Chartered Advisor in Philanthropy (CAP®)
  • Certified College Funding Specialist & Education Loan Analyst (CCFS-ELA®)
  • Competent Communicator (Toastmasters International)
Community Involvement

Past Chair of the Community Outreach (Pro Bono) Committee of the Financial Planning Association of Maryland; Member, Gift Planning Advisory Group, The Catholic University of America .


Professional background
Before becoming a member of the Congress Wealth Management team, I provided comprehensive and personalized financial planning advice to clients at the Pinnacle Advisory Group for several years. Other prior experience included time spent as a Bank Trust Officer and, later, as a Director of Planned Giving, where I engaged in the many facets of estate and philanthropic planning.

Guiding financial principles
As a fiduciary, do the right thing even when no one is watching.

Financial advice to live by
Know thyself…clarity on your own goals and motivations will make it easier to live by other financial tenets such as living within your means, saving early, and facing challenges head on.

Most professional satisfaction
Seeing tension lifted and minds put at ease when goals, and the process through which to attain them, are clarified.

Best advice ever received
Whether in adversity or prosperity, keep paying attention to the fundamentals.

Favorite movie
The original Rocky, the ultimate underdog story.

Favorite quote
“Everyone needs something to do, someone to love, something to believe in, and something to hope for.”

Signature dish
Chicken Parmigiana.

Spare time activities
Exercising, reading U.S. history.

Most happy when
Spending time with my wife, playing with (and teasing) my children, and being warmly greeted by my dog.

Office:Columbia, MD

Wealth Manager

Mike Hamolia CFP®


Education & Certifications
  • B.S., University of Maryland
  • Certified Financial Planner™

Professional background
Prior to becoming a Wealth Manager at Congress Wealth, I started my career in the financial industry in 2005 as an Operations Associate at Pinnacle Advisory Group.  I became Certified as a Registered Paraplanner (RP®) in February 2007, and ultimately a Certified Financial Planner (CFP®) in 2011.

Guiding financial principles
Organization! If you have a good grasp on your cash flow, you’re in the driver’s seat and have the ability to put yourself on a better path.

Financial advice to live by
Be careful with credit card debt.  It’s easy to get into a habit of spending what you don’t have. When I was growing up my dad told me not to use a credit card if I didn’t have the cash to pay it off when the bill came due. To this day I have not carried a credit card balance. Thanks dad!

Most professional satisfaction
I have the opportunity to use some pretty cool decision-making tools (i.e., financial planning software). When I can help create scenarios that would allow a client to achieve their goals, whether that be to buy their dream vacation home or retire ahead of schedule, I would say that’s very gratifying.

Best advice ever received
You have two ears and one mouth. Use them proportionally.

Favorite movie
My all-time favorite movie would have to be The Matrix.  In my opinion, this movie was way ahead of its time.  If I I’m flipping channels and it happens to be on, chances are that I would watch it until the credits roll.

Favorite quote
“Don’t take life too seriously. No one gets out alive.”

Signature dish
I do enjoy cooking, and eating even more so. My youngest daughter, Lexie frequently asks me to make chicken cutlets. My older daughter, Maddie usually requests that I make spaghetti and clam sauce. So, I suppose those would be my signature dishes.

Spare time activities
I am a softball dad, so my wife and I spend most of our free time watching our two daughters play the sport that they absolutely love.

Most happy when
My family loves the outdoors! So, when we have the opportunity to combine two of our favorites (camping and boating) we are definitely in our happy place.

Office:Columbia, MD

Wealth Manager

Siobhaun M. Johnson CFP®


Education & Certifications
  • B.A., Saint Anselm College
  • Certified Financial Planner™

Professional background
As a Financial Advisor at Congress Wealth Management for the last ten years, I serve as the primary contact for individual clients and their families, providing comprehensive, holistic wealth management services and financial planning.  Prior to joining Congress Wealth, I served as an Account Executive with Fidelity Investments Personal Investing Group where I was responsible for developing and maintaining over three hundred client relationships. I am a Certified Financial Planner®. I graduated Magna Cum Laude from Saint Anselm College, receiving a Bachelor of Arts with a concentration in Business.

Guiding financial principles
Ethics and trust.

Financial advice to live by
Live within your means and start saving for long term goals early.

Most professional satisfaction
Creating a long-term plan for a client and taking an active role in ensuring they accomplish their financial goals.

Best advice ever received
The best way to build a lasting and successful career is to never stop learning and not to skip any steps along the way.

Most happy when
I am happiest on vacation with my husband and two sons at the beach.

Spare time activity
I am an accomplished singer who has enjoyed performing musical theatre in and around the Boston area for almost twenty years.

Office:Boston, MA

Wealth Manager

Christine Lawless CFP®


  • B.A., College of the Holy Cross
  • Certified Financial Planner™
Community Involvement

Beyond the work I do here, I am a member of the Holy Cross Club of Boston, as well as a proud supporter of the Ellie Fund and the Boston Athenæum.


Professional background
Prior to Congress Wealth Management in 2013, I was a Senior Client Associate at Daintree Advisors LLC. I began my career at Shepherd Kaplan LLC as an associate in the private client service group.  Through the compilation of my experiences, I’ve been exposed to a vast range of clients and methods of managing relationships and wealth.  The variety of advising styles I’ve seen and worked with has absolutely shaped the kind of advisor I’ve become, and enabled me to hone my skills and best practices.

Guiding financial principles
Integrity and compassion. The only thing as personal as family is wealth.  Entrusting an advisor to help manage their financial lives is a substantial decision, and one I don’t take lightly.  I treat clients and their families with the kind of thought, care, and responsiveness that I would want and expect for my own family.

Financial advice to live by
“A penny saved is a penny earned” mentality, in combination with investing thoughtfully and responsibly; the power of compounding is profound.

Most professional satisfaction
I derive the most pride as an advisor when I’ve built a level of trust with clients where they feel they can relax with the understanding that they have a team looking out for their best interests; there is usually a noticeable shift when this has been achieved, and it’s always fulfilling.

Best advice ever received
Do your best, and the rest will follow.

Most happy when
On a walk in World’s End (Hingham) with my husband and dog, or playing golf with my family.

Spare time activities
Hiking, gardening, golfing, reading, and puzzles of any kind!

Office:Boston, MA

Wealth Manager

Meghan Lee CFP®


Education & Certifications
  • B.S., Babson College

Professional background
Prior to joining Congress Wealth, I began my career as an Associate at Boston Private in their Rotational Development Program.

Guiding financial principles
Education, trust, time, and having a plan.

Financial advice to live by
Balance is key – save, invest, and make thoughtful decisions, but don’t deprive yourself of the things you love and what fulfills you at the end of the day.

Most professional satisfaction
Building genuine, impactful relationships with both clients and colleagues. Seeing those relationships blossom over time and knowing I have played a role in making their lives even the slightest bit easier is extremely rewarding.

Best advice ever received
Get comfortable with being uncomfortable.

Most happy when
I’ll try to narrow it down to a few things – the first 30 minutes of each morning sitting with my coffee before the day has begun, at a new restaurant I have been wanting to try, hungry, and surrounded by good company, and lastly, on the beach at dusk with my family.

Favorite quote
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel” – Maya Angelou

Office:Boston, MA

Wealth Manager

Michael J. Murphy CFA®


Education & Certifications
  • B.S., Babson College
  • MBA, Boston University
  • CFA®
Community Involvement

When I’m not in the office, I spend my time participating in both the Boston Security Analysts Society and Kansas City Barbeque Society. I also actively support the Reid Sacco Adolescent Cancer Alliance.


Professional background
Prior to Congress Wealth Management, I worked for BNY Mellon Wealth Management as an Associate Portfolio Manager.

Guiding financial principles
Acting on our duties as a fiduciary, and the guidelines stipulated by the CFA code of ethics.

Financial advice to live by
Don’t let emotions drive investment decisions.

Most professional satisfaction
Helping clients navigate through retirement.

Best advice ever received
Time is the best asset investors have. Let it work for your benefit.

Favorite book
Unbroken – by Laura Hillenbrand. A story of perseverance, forgiveness and redemption.

Most happy when
Relaxing by a lake.

Office:Boston, MA

Senior Planning Associate

Tom Raynor CFP®


Education & Certifications
  • B.S., Business Administration, University of Baltimore
  • National Social Security Advisor Certificate Holder
  • CFP®
Community Involvement

Youth soccer coach.


Professional background
Joined Pinnacle in 2008 as an Operations Specialist, earned CFP® in 2015 and was promoted to Planning Associate in 2016.  Pinnacle merged with Congress Wealth Management in 2021 where I currently hold the role as Senior Planning Associate.

Guiding financial principles
The fiduciary standard which puts our clients’ interests ahead of my own.

Financial advice to to live by
Time value of money and investing for the long-term.  I was very excited this year to open a Roth IRA for my oldest child, who just started her first job at 16.  Teaching her to start saving early and often will set her up for a bright financial future.

Most professional satisfaction
Sorting out the finances for a newly widowed client. She relied on her husband for handling the finances.  She really needed help organizing and understanding her financial situation.  We were able consolidate and better manage her accounts during an extremely difficult time in her life.

Best advice ever received
Honest is the best policy.

Favorite movie
The Big Short. A film about the financial crisis in 2008 and both the ethical and unethical people that work in finance.  It’s a cautionary tale that reaffirms my commitment to maintain ethics and integrity in an industry that often gets too much negative attention.

Signature dish
My family always enjoys when I make cheeseburger sliders.

Spare time activities
I enjoy spending time with my wife and three kids. I am also an avid sports fan who enjoys playing and coaching soccer along with following the European soccer leagues.

Most happy when
Spending time at the beach with my family – surf, sun, and fun.

Office:Columbia, MD

Wealth Manager

Josh Rivers CFP®


Education & Certifications
  • BA English Literature, University of Maryland College Park
  • Certified Financial Planner™
Community Involvement

Board Member Howard County Concert Odyssey.


Professional background
I began my career with AIG Retirement Services advising employees of non-profits on their retirement planning.  Prior to joining Congress Wealth, I worked as a relationship manager in a multi-family office and as the Head of Investments for a Lincoln Financial planner group.

Guiding financial principles
Give my clients advice that has their best interest in mind for now, for later, and for their legacy.

Financial advice to live by
Start saving and investing as early as you can, you won’t regret it.

Most professional satisfaction
My relationship with clients.  Seeing their hopes and dreams come to fruition brings me great joy.

Best advice ever received
You have two ears and one mouth, use them proportionately.

Favorite TV show
The Office. Everyone needs some laughter in their life.

Spare time activities
Spending time with family, following my Terps and the Washington Football team, and playing golf.

Office:Columbia, MD

Wealth Manager

Patrick Scherer CFP®, ChFC®


Education & Certifications
  • B.S., Economics & Finance, Canisius College
  • Certified Financial Planner™
  • Chartered Financial Consultant®
Community Involvement

I chair the pro bono Committee for the Financial Planning Association of Maryland. We help under served communities in the Baltimore area with free financial planning education and advice. Truly one of the most needed and rewarding opportunities.


Professional background
I started my financial planning career in Buffalo, NY at Wilmington Trust as a para-planner. Shortly after starting I began the CFP® program and fell in love with the profession. From there, I was relocated to Baltimore to be part of a national financial planning team. After five years with Wilmington Trust, I came to Pinnacle Advisory Group (now Congress Wealth Management) to take over a practice from a retiring advisor. I thoroughly enjoyed working with her clients and cherish the opportunity to help individuals and families reach their financial goals.

Guiding financial principles
I’m not one for clichés, but understanding your budget and your spending is the heartbeat of your financial plan. Working diligently to track monthly spending can make a huge difference in financial education and confidence.

Financial advice to live by
Take advantage of what is given to you. Whether it’s a company match, a tax planning strategy, or investment advice from Rich and our team, taking advantage instead of ‘not having the time’ can make a difference in your overall financial plan.

Most professional satisfaction
From helping my clients retire happily to fulfilling pro bono duties it all comes down to putting clients first and helping through difficult situations. Getting to the ‘aha’ moment for clients is always the most rewarding.

Best advice ever received
Put yourself in uncomfortable situations to succeed. The more you can ‘branch out’, whether it’s public speaking, learning a new financial planning strategy or going to networking events where you don’t know anyone. Making yourself uncomfortable always results in a learning experience.

Favorite book
Shoe Dog by Phil Knight. His story on starting Nike is truly fascinating. He is the king of “put yourself in an uncomfortable situation.”

Favorite quote
“You miss 100% of the shots you don’t take” – Wayne Gretzky.

Signature dish
I consider myself a “grill master,” but my wife makes the best chicken parmesan.

Most happy when
In meetings with clients and learning about their families and interests. Also, at home or traveling somewhere new with my wife.

Spare time activities
I’m an avid hockey player and golfer. And aside from watching my hometown Buffalo Bills and Sabres, I enjoy spending time with family and friends.

Office:Columbia, MD

Wealth Manager

Michael Shires CFP®


Education & Certifications
  • B.S.,Salisbury University
  • Master of Science in Finance (MSF), Loyola University Maryland
  • Certified Financial Planner™
Community Involvement

Member of the Financial Planning Association (FPA) of Maryland.


Professional background
Prior to joining Congress Wealth Management, I was a Wealth Manager with Pinnacle Advisory Group for six years. Before that, I was in Investment Analyst roles at PNC Capital Advisors, the institutional asset management arm of PNC Bank, for ten years.

Guiding financial principles
Trust, relationships, and communication.

Financial advice to live by
Invest in quality investments early and often. Let time be your asset.

Most professional satisfaction
Alleviating the stress and anxiety that comes along with managing one’s financial life.

Best advice ever received
In order to grow, you may need to embrace what feels uncomfortable.

Favorite book
Moneyball by Michael Lewis. It challenges the dangerous notion “this is how we’ve always done it” and shows us that unpopular, yet thoughtful ideas can win though the odds may be stacked against you.

Signature dish
Steamed Maryland blue crabs spread across a table covered in newspaper with friends and family.

Spare time activities
Spending time outdoors with my wife and three young kids – coaching them in several sports.

Office:Columbia, MD

Wealth Manager, Principal

David Turbiner MBA®, JD


Education & Certifications
  • A.B., University of Michigan
  • JD, University of Pittsburgh School of Law
  • MBA, Carnegie Mellon University, Tepper School of Business
  • Bar Membership: Pennsylvania and the District of Columbia
  • Series 7, 66 and 24

Professional background:
Prior to joining Congress Wealth in 2023, I spent over a decade as the Director of Advisory Services with MainLine Private Wealth. In this role, I had a broad range of responsibilities including providing financial advice to high and ultra-high net worth clients, portfolio management and serving as the Chairman of the Investment Committee. Before that, I was the Senior Analyst and Marketing Director for Innovest Financial Management in Pittsburgh. I began my career as an attorney for Jones Day’s Washington, DC office working in corporate defense.

Guiding financial principles:
A properly diversified portfolio and compounding returns over time allows an investor to achieve their long-term financial goals.

Financial advice to live by:
It’s not timing the market, it’s time in the market.

Most professional satisfaction:
Establishing strong, long-term relationships with our clients built on trust.

Best advice ever received:
There’s more than one way to do something.

Favorite movie:
Raising Arizona, a Coen Brothers classic.

Favorite TV show:
Seinfeld, a show about nothing.

Favorite quote:
“Never let the fear of striking out keep you from playing the game.” -Babe Ruth

Signature dish:
I grill it all.

Spare time activities:
Fun with the family, working out, reading and watching my favorite teams (college, pro and kids’) lose games.

Most happy when:
On my annual family vacation to Long Beach Island, NJ and when Michigan beats Ohio State.

Community Involvement:
I have a wife, five kids and a dog. That’s my community and I am fully involved.

Office:Wynnewood, PA

Wealth Manager

Stephen Wright CFP®


Education & Certifications
  • MBA, University of West Florida
  • Certified Financial Planner™ (U.S. & Canada)
Community Involvement

Member of the Financial Planning Association of Miami
Member of the Global Financial Planning Institute


Professional background
Prior to Congress Wealth Management, I worked for Pinnacle Advisory Group and The Enrichment Group as a Wealth Manager.

Guiding financial principles
As a financial planner, my most valuable skill is listening. Of course, you need to know how to identify and solve financial planning issues, but what makes a financial planner “good” is the ability to listen to what people are really saying. Don’t just listen to their words but also pay attention to their body language.

Financial advice to live by
I believe that financial planning should be about making the most out of life. The goal should not just be to maximize our money, but to maximize our long-term happiness.

Most professional satisfaction
The favorite part of my career is helping client dreams about the kind of lives they would love to have and then sharing in their excitement as we work together to meet those dreams.

Best advice ever received
Create the life you want to live.

Favorite movie, album, book
The Godfather, Master of Puppets by Metallica, How I Found Freedom in an Unfree World by Harry Browne.

Favorite quote
“You can ignore reality, but you can’t ignore the consequences of ignoring reality.“– Ayn Rand.

Signature dish
Ropa vieja with white rice and black beans

Most happy when
I love music, so my favorite thing to do for fun is attending concerts. I also enjoy wandering through art museums, experiencing new pleasures at a food and wine festival, going to Walt Disney World, watching baseball games, and relaxing on the beach.

Office:Miami, FL

Wealth Manager

Eric Zeltner CFP® CPFA®


Education & Certifications
  • MBA University of Tampa
  • BS University of Tampa

Eric Zeltner served as the Director of Client Development for MainLine Private Wealth, LLC. Prior to this role he worked at both Stifel Financial Corp and Merrill Lynch as a financial advisor. Eric has experience working with affluent families, business owners, and professionals managing client wealth through lifestyle planning, strategic asset management, advanced wealth transfer strategies, and philanthropic endeavors. He also plays a role in portfolio design and implementation – managing exposure to different asset classes with a concentration in private equity and alternative investments.

Eric enjoys spending time with his family and playing competitive tennis and racquetball.

Office:Wynnewood, PA

Client Advisor

Matthew Bean


Education & Certifications
  • B.S., Northeastern University

Professional background
Prior to Congress Wealth Management, I was a portfolio analyst at GW&K Investment Management, a boutique investment management firm located in Boston’s Back Bay.

Guiding financial principles
I believe in being fiscally responsible, never spending more than you make, and never getting too high or too low, no matter what is happening in the markets.

Financial advice to live by
Invest early and often – the younger, the better. Spend less than you make and always pay your credit card in full.

Most professional satisfaction
I enjoy helping solve problems for clients no matter how big or small. I also enjoy helping clients reach their financial goals, whatever they may be.

Best advice ever received
Buy stock of quality, dividend paying companies, with high barriers to entry, and never sell them.

Favorite TV show
The Wire. It’s just so real and the acting is incredible.

Most happy when
On the boat with my wife, family, and dog somewhere off the coast of Stonington, CT.

Spare time activities
I spend the majority of my free time on water rather than on land. You’ll usually find me boating, fishing, surfing, and swimming either around Stonington, CT or Manchester-by-the-Sea, MA. In the winter, I cook a lot and ski when I get the chance.

Office:Boston, MA

Client Advisor

Lauren Manning


Education & Certifications
  • B.S., Fairfield University

Professional background
Prior to joining Congress, I worked as a senior member of the Private Client Group at SCS Financial, and I began my financial services career as a member of the client service team at Adviser Investments.

Guiding financial principles
Planning for the unexpected and continuously educating myself.

Financial advice to live by
Money is personal and there is no “one size fits all” approach to investing and planning. It is important to know your limits, understand risk and work towards achieving personal goals.

Most professional satisfaction
Helping clients and watching them grow and succeed.

Best advice ever received
Invest in yourself.

My motto
Be a fountain, not a drain.

Spare time activities
I like spending time with my friends and family. I am also a long-distance runner and participate in local road races and marathons.

Office:Boston, MA

Senior VP of Investments

Carl Noble CFA®


Education & Certifications
  • B.S., Finance, University of Maryland, College Park
  • Chartered Financial Analyst, CFA®

Professional background
Prior to joining Congress, Carl spent nineteen years in different roles on the investment team of Pinnacle Advisory Group, Inc. including a stint as Chief Investment Officer.

Guiding financial principles
“History doesn’t repeat, but it often rhymes” – no two market cycles are identical, but important clues can be found for those willing to look.

Financial advice to live by
Try to tune out the noise and stick to your individual long-term plan. Everyone’s circumstances are unique, and especially this day and age, the “information overload” that exists can lead people astray of what’s best for them.

Most professional satisfaction
Working alongside a great team. Collaborating with other talented people is both personally and professionally rewarding, while taking into account different perspectives is a critical component of organizational (and therefore client) success.

Best advice ever received
Remain open-minded, and always be willing to learn something new.

Favorite album
Wildflowers by Tom Petty. He was an incredible songwriter.

Favorite quote
“A winning effort begins with preparation.” – Joe Gibbs, Hall of Fame NFL Coach.

Signature dish
Steaks on the grill.

Spare time activities
Traveling, outdoor activities (hiking, biking, skiing, etc.), attending sporting events and concerts.

Most happy when
I’m spending time with family and friends.

Office:Columbia, MD

Senior VP of Investment Strategy

Sean Dillon CMT, CFTe


Education & Certifications
  • B.S., Neumann University
  • Chartered Market Technician®
  • Certified Financial Technician

Professional background
My career started in Merrill Lynch as an advisor in their Financial Advisory Center. From 2004 to 2020, I worked for Pinnacle Advisory Group as a member of the investment team. My roles included Head Portfolio Trader, Technical Analyst, and most recently, Chief Investment Strategist.

Guiding financial principles
Utilize a strong investment process to construct high quality, cycle driven portfolios.

Financial advice to live by
Invest as early and as often as you possibly can to realize the incredible benefits of compounding.

Most professional satisfaction
As a portfolio manager, it is really satisfying to know that my hard work is helping others achieve their financial goals.

Favorite TV show
Burn Notice – My family bonded over USA shows in those days. And I liked that they helped those in need along the way of helping themselves.

Favorite quote
“A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” – Wayne Gretzky

Spare time activities
I really enjoy spending time traveling with my family, usually hiking, and exploring amazing parts of the world. Sports are also a large part of my life especially ice hockey and golf.

Office:Columbia, MD

Director of Quantitative Research

Sauro Locatelli
CFA®, FRM, SCR


Education & Certifications
  • B.Sc. Business Administration, Bocconi University
  • M.Sc. Finance, Bocconi University
  • Chartered Financial Analyst (CFA)
  • Financial Risk Manager (FRM)
  • Sustainability and Climate Risk (SCR) Certificate
Community Involvement

I enjoy volunteering at local organizations, whether it’s at the local food bank, at a pop-up bike clinic in the inner city, or at the local animal shelter. I am most passionate about the environment and animal welfare, and I always find that I gain more from these experiences than I give in terms of time and effort.


Professional background
I joined Pinnacle Advisory Group (now Congress Wealth Management) in 2010 as a summer intern following a graduate exchange program at the University of Maryland. The following year I joined the company full time as a junior analyst, and was later promoted to quantitative analyst and then director of quantitative research.

Guiding financial principles
Outsized returns come from taking outsized risks. There is no such thing as a free lunch.

Financial advice to live by
Live below your means and learn to appreciate the little things.

Most professional satisfaction
I get the most satisfaction from knowing that all my efforts are going towards helping our clients, without any conflict of interest.

Best advice ever received
Don’t make perfect the enemy of good. As a recovering perfectionist, I have to remind myself of this quite often.

Favorite book
The Rise of the Meritocracy by Michael Young. Published in 1958, it foretold many of the sociopolitical issues of our time, and it reminds us of the danger of good ideas taken to an extreme.

Favorite quote
“It never gets easier, you just go faster.” – Greg Lemond.

Signature dish
Pizza, obviously.

Spare time activities
Cycling and taking long walks with my dog while listening to a good podcast. I am also an avid consumer of sci-fi books and movies.

Most happy when
I am surrounded by nature.

Office:Columbia, MD

Senior Trader

Joe Zimmermann


Education & Certifications
  • B.A., Business Administration/Finance, University of New Mexico

Professional background
Prior to joining Congress, I was the Senior Trader for Pinnacle Advisory Group, Inc. I joined Pinnacle in 2013. Prior to Pinnacle, I worked for Morgan Stanley in the trade support group for the firm’s Institutional Equity Trading Desk.

Guiding financial principles
Focus long-term, and don’t be bothered about short-term noise or rumors.

Financial advice to live by
Leave market timing up to the professionals, and stay long.

Most professional satisfaction
Knowing that what I do has a positive impact on a customer’s life.

Best advice ever received
Don’t sweat the small stuff.

Favorite movie
The Sandlot. It’s simple, fun, and I can enjoy it with my Wife and kids.

Spare time activities
Going to the beach and fishing with the family.

Office:Columbia, MD

Trader

Ross Causley


Education & Certifications
  • B.S., Indiana Institute of Technology

Professional background
I have been in the financial services industry for close to eleven years with the past four years focused in trading. Prior to joining Congress, I worked as the Asset Manager for Galecki Financial Management where I oversaw multiple areas including operations and trading.

Guiding financial principles
Diligence and discipline.

Financial advice to live by
Save as much as you can and always keep within your means.

Most professional satisfaction
When I can provide solutions to complex financial issues that might arise. Being able to help a client out in a most difficult or challenging situation.

Best advice ever received
Stay organized and always prepared.

Favorite quote
“To be prepared is half the victory.” – Miguel de Cervantes.

Most happy when
Spending time with my wife, family, and friends.

Office:Columbia, MD

Senior Relationship Manager

Hillary Bender FPQP


Education & Certifications
  • BA, University of Maryland
  • Financial Paraplanner Qualified Professional, FPQP®

Professional background
Prior to working at Congress I worked for Pinnacle Advisory Group for 6 years.  After I graduated from the University of Maryland I worked at Pinnacle’s front desk before I started working on the Relationship Manager team, and am currently a senior member of the team and studying to get my CFP.

Guiding financial principles
Consistency, honesty, and transparency.

Financial advice to live by
Know what you own and know why you own it.

Most professional satisfaction
Building a lasting relationship with our clients and exceeding their expectations.

Best advice ever received
See a need, meet a need.

Favorite book
The Great Gatsby for its commentary on the American dream and Fitzgerald’s gorgeous prose.

Favorite quote
“One day you’ll look back and you’ll realize how hard it was and just how well you did.” – Charlie Mackesy.

Most happy when
My kids and I go for a neighborhood walk after school, my husband makes dinner, and there’s an open bottle of wine in my future.

Office:Columbia, MD

Senior Relationship Manager

Lisa Cassidy


Education & Certifications
  • B.S., Political Science and Communication, Regis College

Professional background
Prior to Congress Wealth Management, LLC, I was a Senior Client Service Associate at First Republic Private Wealth Management in Greenwich, CT. I have twenty-five plus years of experience in the financial industry, including senior client relationship roles at both Brenton Point Wealth Advisors and Fidelity Investments in the Private Client Group.

Financial advice to live by
Investing requires diligence, hard work and patience in order to be successful. It is very important to understand exactly what you are investing in.

Guiding financial principles
Spend within your limits. Save as much as you can and invest wisely.

Most professional satisfaction
Knowing clients feel they have someone who is looking out for their best interest and making sure they have everything they need. Working in a team environment, learning and sharing with my colleagues.

Best advice ever received
Learn from your successes and mistakes. Everything you experience teaches a lesson.

Spare time activities
Playing tennis, skiing, and walking with my dogs.

Most happy when
Being with family, friends and our canine companions. Skiing Sugarloaf Mountain on a bluebird day.

Office:Westport, CT

Relationship Manager

Sydney Charbonnier


Education & Certifications
  • B.S. Westfield State University

Professional background
I graduated from Westfield State University in 2019. Then worked for Faneuil Hall and South Station as the bookkeeper for both properties.

Guiding financial principles
“Someone is sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffet. This quote is the perfect example that your financial journey is not always filled with instant gratification. If you take your time and properly plan eventually you will reap the benefits.

Financial advice to live by
Make your money work for you, do not work for your money. Essentially this means that money just sitting around does not make you more money, but with appropriate planning and investing your money can work for you.

Most professional satisfaction
A job well done and being the best teammate / co-worker possible.

Best advice ever received
Stay focused on the things you can change; time is wasted when you dwell on what you cannot.

Most happy when
I am my happiest when surrounded by friends/family and on the beach with a good book in my hands.

Office:Boston, MA

Accounting Manager

Sarah Costello


Education & Certifications
  • Undergrad at Bryant University
  • MBA at Louisiana State University in Shreveport

Professional background:
I spent the first five years of my career working as an auditor before transitioning to a consultant role for an additional three years.

Financial advice to live by:
Always prepare for the unexpected

Most professional satisfaction:
Returning to school for my MBA

Best advice ever received:
Focus on progress, not perfection

Favorite movie, book, album, or TV show, and why:
The shining because I love a good scary movie.

How do you spend your free time (hobbies, interests):
playing bocce in the north end of Boston, going out to restaurants with friends.

Most happy when:
in the summertime on a beach

Office:Boston, MA

Relationship Manager

Noah Cohen


Education & Certifications
  • B.A. Accounting, Washington and Jefferson College

Professional background:
Before joining the CW Advisors team I was previously an Operations Associate at Morgan Stanley for 3 years on their Syndicated Loans Team. I am a graduate of Washington and Jefferson College where I majored in Accounting.

Guiding financial principles:
Put your money to work and always plan for the unexpected.

Financial advice to live by:
Pay yourself first.

Most professional satisfaction:
Knowing that I made a positive impact on a client’s life.

Best advice ever received:
Always bet on yourself.

Favorite movie, book, album, or TV show, and why:
Miracle. Who doesn’t love a good underdog story?

Favorite quote:
“Excellence is not a singular act but a habit. You are what you do repeatedly.” – Shaquille O’Neal

What is your signature dish:
Chicken Parm

How do you spend your free time (hobbies, interests):
Love playing golf, watching Mets baseball and spending time with family and friends.

 

Office:Boston, MA

Internal Sales Consultant

Declan Coleman


Education & Certifications
  • B.A., Fitchburg State University

Professional background
Recently graduated from Fitchburg State.

Guiding financial principles
Creating a timeline for your financial goals and sticking to the plans.

Financial advice to live by
Do not save what is left after spending, but spend what is left after saving.

Most professional satisfaction
When I successfully accomplish my goals.

Best advice ever received
Do what is right, not what is easy.

Favorite TV show
“Full House,” because it breaks down the idea of a traditional family.

Favorite quote
“People begin to become successful the minute they decide to me.” – Harvey Mackay

Most happy when
Soaking in the sun on a beach

Office:Boston, MA

Office Manager

Solange Depina


Guiding financial principles
Financial Freedom.

Financial advice to live by
Spend less, save more.

Most professional satisfaction
Enjoying what you do.

Best advice ever received
Do unto others as you would have done to you.

Favorite book
Wuthering Heights by Emily Brontë.

Most happy when
At the beach.

Office:Boston, MA

Relationship Manager

Monica Faithfull


Education & Certifications
  • B.S. Business Administration, Elon University

Professional background
Prior to Congress Wealth, I was a Client Service Associate at First Republic Private Wealth Management in Boston, MA. I was with First Republic for 7 years and worked on both the Wealth and Banking teams.

Guiding financial principles
No one ever went broke saving money – establish sound financial habits and employ them throughout your life.

Financial advice to live by
Understand what you want in life and develop a plan on how to get there – just don’t forget to enjoy the journey.

Most professional satisfaction
I enjoy making meaningful and long-lasting relationships with both clients and colleagues.

Best advice ever received
Regardless of what company you work for, never forget the most important product you’re selling is yourself.

Most happy when
Spending time with my dog, Scout, skiing with friends in the winter, and reading a book on the beach in the summer.

Signature dish
Asian salmon with veggie stir fry.

Favorite quote
“Luck is when preparation meets opportunity “

Office:Boston, MA

Relationship Manager

Zachary Elgin-Miller


Education & Certifications
  • B.S., Towson University – Business Administration

Professional background
Monex – Operations Specialist

Guiding financial principles
“Educate yourself and start saving/investing early”

Financial advice to live by
“Put your money to work”

Best advice ever received
Focus on what you can control, and never hesitate.

Favorite book
The Sopranos, A classic that I can always rewatch and never get bored.

Favorite quote
“The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty.” — Winston Churchill

Office:Columbia, MD

Internal Sales Consultant

Erich Fradenburg


Education & Certifications
  • B.A. in Economics from University at Albany – State University of New York

Professional background:
Prior to joining Congress Wealth Management, I have drawn on over a decade of experience in the financial industry working with advisors across the industry in different Relationship Management Sales roles at Amundi US, Merrill Lynch, Beaumont Capital Management and AlphaCentric Funds.

Guiding financial principles:
My clients come first, and their interest is put ahead of my own.

Financial advice to live by:
Live within your means. Make a plan, save and invest for the long-term. The sooner you start, the better you will be.

Most professional satisfaction:
Seeing my clients achieve success.

Best advice ever received:
Learn to listen, it leads to better understanding.

Spare time activities:
Love spending time with my wife and two boys. As a family, we enjoy skiing, biking and the occasional DIY house project.

Office:Boston, MA

Relationship Manager

Coralea Geraniotis


Education & Certifications
  • B.S., Business Administration, Elon University

Professional background
I most recently worked as an accountant for the Marriott International, and before that a Guest Relations Coordinator for The Ritz-Carlton Hotel Company.

Financial advice to live by
Mark Twain said, “the secret to getting ahead is getting started.”

Favorite quote
“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou

Signature dish
Homemade fettuccini with vodka sauce.

Spare time activities
Attending exercise classes, running, and experimenting with new cooking recipes.

Signature dish
Discovering new places and destinations.

Office:Boston, MA

Relationship Manager

Leah Gradon


Education & Certifications
  • B.S., Business, Concentration in Finance, Towson University
Community Involvement

Dedicating time towards mentoring for young adults.


Professional background
Before joining the Congress team I was previously at Morgan Stanley Operations for seven years.

Guiding financial principles
Mapping your financial goals will help you achieve them in the future.

Financial advice to live by
Live within your means.

Most professional satisfaction
Knowing I positively impacted someone’s life.

Best advice ever received
Your profession should be something you enjoy.

Favorite movie
Cheaper by the Dozen. I love the chaos!

Favorite quote
“Perfection is often the enemy of greatness.”

Signature dish
Pear cranberry crisp.

Spare time activities
Enjoying outside walks as well as baking.

Most happy when
I feel accomplished and can mark something off my to do list.

Office:Columbia, MD

Senior Relationship Manager

Karima Haynes, FPQP™

Karima has been with CWAS since 2021. Karima originally joined Pinnacle in 2013 as an Operations Associate and worked in support of our retail clients. Karima and her many years of experience in back-office operations became welcome additions to the CWAS group in 2014 where she continues to be an integral member of our Operations team. Karima earned her Financial Paraplanner Qualified Professional (FPQP™) designation in 2015. Karima has a bachelor’s degree in Operations Management from Baruch College and a M.B.A in Finance from Walden University.

Office:Columbia, MD

Relationship Manager

Fred Herlihy


Education & Certifications
  • B.S. Fairfield University

Professional background:
Prior to joining CW Advisors, I worked as an Operations Specialist at Nutter Mcclennen and Fish in the Trust department for 2 years.

Guiding financial principles:
Always spend less than you earn.

Financial advice to live by:
A penny saved is a penny earned.

Most professional satisfaction:
Going above and beyond clients’ expectations and witnessing the positive impact of the team’s work on their lives.

Best advice ever received:
Prepare for the unexpected.

Favorite movie:
Inglourious Basterds

Favorite quote:
“Things do not happen. Things are made to happen” – JFK

How do you spend your free time (hobbies, interests):
Golfing with friends.

Office:Boston, MA

Human Resources Manager

Karen Kellner SHRM-CP®


Education & Certifications
  • B.A., University of Maryland
  • Society for Human Resource Management (SHRM)
  • Certified Professional SHRM-CP®
Community Involvement

Active in Community Theatre.


Professional background
Nine years Wealth Management Operations Professional/Manager / Fourteen years HR Professional (Wealth Management).

Guiding financial principles
Manage expenses responsibly.

Financial advice to live by
Budgets are critical.

Most professional satisfaction
Creating a thriving, engaging work culture by motivating and inspiring employees.

Best advice ever received
Don’t sweat the small stuff.

Favorite book & movie
To Kill A Mockingbird. Great story and acting.

Favorite quote
“Don’t put off for tomorrow what you can do today.”

Signature dish
Chili, very spicy.

Spare time activities
Outdoors, walking, hiking, theatre, concerts.

Most happy when
My family & friends are happy and healthy.

Office:Columbia, MD

Relationship Manager

Barbara Kramer


Education & Certifications
  • Temple University

Professional background
6th Grade Teacher – 17 years, Executive Assistant to CEO and CFO, national life insurance company – 14 years, Client Relationship Manager for investment firms – over 20 years.

Financial advice to live by
I gave to my children when they graduated college; don’t charge anything to your credit card you can’t afford. If you cannot pay the entire balance when due, interest can end up costing more than the price of the item.

Most professional satisfaction
From the administrative aspect, working with clients to help them achieve their personal and financial goals. So many have become good friends over the years.

Favorite quote
“Feminism isn’t about making women stronger; it is about changing the way the world perceives that strength.”

Favorite movie
“The Man in the Gray Flannel Suit”

Spare time activities
Long walks, reading political thrillers, watching sports – especially the Philadelphia Eagles.

Most happy when
My children, grandchildren and great-grandchild are also happy; and when the Eagles win.

Office:Boca Raton, FL

Relationship Manager

Joseph Levy


Education & Certifications
  • B.S., Bryant University

Professional background
Prior to joining Congress Wealth, I worked as a Registered Client Service Associate at Morgan Stanley Private Wealth Management in Boston, MA for 4 years.

Guiding financial principles
Always plan for the unexpected. Despite your best efforts, you’ll always face unforeseen emergencies.

Financial advice to live by
Get paid what you are worth and spend less than you earn.

Most professional satisfaction
Exceeding client’s expectations and knowing that my work impacts their lives for the better.

Best advice ever received
Show up fully for everything that you do.

Favorite book
Can’t Hurt Me by David Goggins. Goggins’ story is a lesson that it doesn’t matter where or when we begin, the important part of any journey is that we start.

Favorite quote
If you want to change the world, start off by making your bed.

Office:Boston, MA

Relationship Manager

Brendan Lortie CFP®


Education & Certifications
  • B.S., Bentley University


Professional background
I graduated from Bentley University in May of 2020, where I majored in Finance with a concentration in Financial Planning and a minor in Spanish. During my time at Bentley I had two phenomenal internship experiences; first with Eastward Capital Partners, a venture debt firm based in Newton, MA, and second with Heritage Financial Services, a fee-only RIA based in Westwood, MA.

Guiding financial principles
Proper planning (for anything and everything) is imperative.

Financial advice to live by
Try not to let emotion cloud your financial judgement, live within your means, and think of your financial life as a marathon rather than a sprint.

Most professional satisfaction
Helping clients, without a doubt. Any time I can do anything to improve a client’s quality of life, or even just help them breath a small sigh of relief, it’s been a good day!

Favorite quote
“There’s rarely any traffic on the extra mile.”

Favorite movie
Good Will Hunting because it conveys the importance of living up to one’s potential while also never letting yourself forget your roots.

Most happy when
When I’m spending time with family or friends, when I’m on a boat or at the beach (or really anywhere near a large body of water), when I’m traveling, when I’m helping someone, or when I’m watching or playing any sort of sport.

Office:Boston, MA

Senior Analyst

Rich Milburn CFA®


Education & Certifications

B.S. , West Chester University of Pennsylvania
CFA Charterholder


Professional background
I’ve been with MLPW for 2 years, primarily focused on portfolio analysis, client reporting, investment analysis, due diligence, and financial planning. Prior to that, I spent 6 years at Archer Investment Management Solutions, working in operations and trading.

Guiding financial principles
Long term view, time is on your side. Don’t get too high or low with short-term market fluctuations.

Financial advice to live by
Prepare for the unexpected.

Most professional satisfaction
Taking pride in my work, no matter what I’m doing

Best advice ever received
Trust the process

Favorite quote
From a youth basketball coach – “Keep shooting ‘til you get hot, and when you get hot keep shooting.”

Spare time activities
Golfing, playing cards, watching sports

Favorite TV show
Curb your Enthusiasm

Signature dish
Hungarian Mushroom Soup

Most happy when
I am spending time with my wife, Colleen, and our dog, Paul. And in a few short weeks, newborn son!

Office:Wynnewood, PA

Relationship Manager

Caleigh Nolan


Education & Certifications
  • B.A. Fairfield University

Professional background
Prior to joining Congress, I started my career as a Financial Representative at Fidelity Investments in the Boston Back Bay Investor Center.

Guiding financial principles
I believe in setting goals early on and sticking to them. Clearly communicating throughout the investing process is key.

Financial advice to live by
You will never look back and wish that you started planning for the future later.

Most professional satisfaction
Being a great teammate and feeling that I am a colleague anyone can be confident going to for assistance.

Best advice ever received
The past is behind you, learn from it.

Favorite movie, book, album, or TV show, and why
My favorite movie is The Parent Trap. It’s a classic that I can watch over and over and never get sick of. It’s great to throw on when you just want to watch a feel-good movie and relax.

Most happy when
The weather is warm, and I can enjoy time outside with friends and family.

Signature dish
Pasta and homemade meatballs.

Favorite quote
“Be somebody who makes everybody feel like a somebody” – Brad Montague

Office:Boston

Relationship Manager

Andrea Paucar


Education & Certifications
  • BA Loyola University Maryland

Professional background:
Prior to joining Congress, I worked as a senior client analyst at Wellington Management Company, and began my career in finance as a financial analyst.
Guiding financial principles: Don’t utilize credit to live beyond your means, and always have savings for the unexpected.

Financial advice to live by:
Commit to a budget and plan for your future.

Most professional satisfaction:
One of the things that brings me utmost professional satisfaction is when I am able to translate financial jargon into layman terms which helps clients understand more about their financial health.

Best advice ever received:
Always do your absolute best and always be kind to everyone. You never know what others may be going through.

Favorite quote:
“We have two ears and one mouth so that we can listen twice as much as we speak.” – Epictetus

How do you spend your free time (hobbies, interests):
Hot 26 Yoga, Working out, Traveling

Most happy when:
I am surrounded with the people I love making memories.

Office:Boston

Relationship Manager

Ildefonso Pillot-Olive III


Education & Certifications
  • B.A., Salisbury University

Professional background
Before joining Congress Wealth I started my finance career with Morgan Stanley on their North American Dividends Team before becoming an Associate for Operations Control, processing Equity and Fixed Income products. I am a graduate of Salisbury University majoring in Political Science with an American History Minor.

Guiding financial principles
Spend within your means and invest for your future.

Most professional satisfaction
Helping clients and colleagues achieve their goals and providing a positive impact to their experience.

Best advice ever received
Take the risk – as long as you have a net to catch yourself if you fall.

Spare time activities
On my time off I enjoy camping when the weather is nice and going to music festivals with friends.

Most happy when
Traveling to new countries and trying local cuisine.

Office:Columbia, MD

Senior Relationship Manager

Jen Tucker


Education & Certifications
  • B.A. Paralegal Studies, University of Nevada-Reno

Professional background
Prior to Congress Wealth Management, LLC, I was Vice-President of Family Office Services of Domus Capital Group, LLC. Domus was an independent RIA that served in the capacity of wealth management and boutique family office services for a select group of families and individuals across the United States. I have over seven years in the financial industry with twenty-five plus years as a paralegal.

Financial advice to live by
The key to financial success is to focus on goals, not obstacles.

Best advice ever received
Always be willing to go above and beyond expectations.

Favorite quote
 “The Way To Get Started Is To Quit Talking And Begin Doing.” – Walt Disney 

Spare time activities
With my family and friends. We enjoy the beach, hiking, biking, and exploring the Central Coast along the Pacific Coast Highway. Disneyland with my family.

Office:Avila Beach, CA

Senior Analyst

Greg Wilent CFA®


Education & Certifications
  • CFA Charterholder
  • B.S. Economics, Penn State University

Professional background:
I joined CW Advisors in November 2023. Prior to that, I spent 8 years in various roles at Archer Investment Management Solutions where I provided mid-office and front office support to various third-party Institutional managers.

Financial advice to live by:
Time in the market beats timing the market.

Favorite book:
The Lone Survivor

Favorite movie:
The Lord of the Rings: Fellowship of the Ring

Favorite TV show:
Seinfeld

Favorite quote:
“If you tell the truth, you don’t have to remember anything.” – Mark Twain

Signature dish:
Anything Barbeque

Spare time activities:
BBQing, golfing, traveling, spending time with family and friends.

Most happy when:
I’m spending time with my young son and wife.

Office:Wynnewood, PA

IT Specialsit

Jovi Opačić


  • B.S. Computer and Information Science at Niagara University
  • A.S. Computer Science at Niagara County Community College

Professional background:
I spent 7 years in a blue-collar field as a CNC Machinist. My interest in machine/computer programming led me to obtain a Bachelors degree in Computer Science. Upon completion of Bachelor’s degree at Niagara University, I started working as a Data Annotation Analyst at Tesla’s Gigafactory in Buffalo, NY. To expand my skillset further, I moved to Boston, MA. It is here that I excelled in the IT field while working at Fenway Health. Accrual of IT knowledge led me to pursue more opportunities, which landed me at CW Advisors in February of 2023.

Financial advice to live by:
“Save more, spend less”

Favorite movie:
Tropic Thunder

Favorite TV show:
Game of Thrones

Favorite quote:
“Never forget where you came from” – my father

Signature dish:
Cajun Honey Butter BBQ Chicken Wings with side of bleu cheese at Bar-Bill Tavern in Buffalo, NY.

Spare time activities:
Gym, building custom gaming computers, PC gaming.

Most happy when:
I am in the Balkans for vacation.

Office:Boston, MA