Your Hands‑on Partners

Our team is committed to understanding and serving your unique needs. Whether it’s wealth management, financial planning, or investment strategies, we provide you with comprehensive, tailored solutions that lead to new dimensions of financial growth.

Your Hands‑on Partners

Our team is committed to understanding and serving your unique needs. Whether it’s wealth management, financial planning, or investment strategies, we provide you with comprehensive, tailored solutions that lead to new dimensions of financial growth.

Meet Our Expert Team

The CW Advisors team embodies a wealth of experience and specialized knowledge across financial practices. Our experts collaborate to offer you consistent, informed guidance designed to enhance and protect your wealth. Get to know our dedicated team.

Paul Lonergan Picture

Chief Executive Officer

Ken Zannoni, CFP<sup>®</sup> Picture

Ken Zannoni, CFP^®

President,
Chief Wealth Officer

Rich Villiotte Picture

President,
Chief Operating Officer

Erin Wendell, CPA Picture

Erin Wendell, CPA

Chief Financial Officer

Scott Dell’Orfano Picture

Scott Dell’Orfano

Chief Strategic Officer

Candace Cavalier, Esq. Picture

Candace Cavalier, Esq.

Chief Compliance Officer,
General Counsel

Michael Galvin, CFP<sup>®</sup> Picture

Michael Galvin, CFP^®

Executive Managing Director

Matthew Bean Picture

Hillary Bender, FPQP<sup>™</sup> Picture

Hillary Bender, FPQP^™

Senior Relationship Manager

John Berry, AAMS<sup>®</sup> Picture

John Berry, AAMS^®

Christopher Bleuher Picture

Christopher Bleuher

Managing Director

Scott Bracey Picture

Portfolio Analyst

Robert Breslin, CFP<sup>®</sup>, CLU<sup>®</sup> Picture

Robert Breslin, CFP^®, CLU^®

Reginald Burroughs, CFP<sup>®</sup> Picture

Reginald Burroughs, CFP^®

Sarah Caine, CFP<sup>®</sup> Picture

Sarah Caine, CFP^®

Ryan Carroll Picture

Senior Vice President,
Strategic Partnerships

Lisa Cassidy Picture

Senior Relationship Manager

Ross Causley Picture