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Online Tax Organizer
Stephen T. Sadler, JD, LLM
President of Colony Wealth Management
Elisabeth L. Talbot, CFA, CPA
Executive Director of The Colony Group
Stephen R. Stelljes, JD, CFP
Managing Director of Colony Wealth Management
Cheryl L. Wilkinson, CFP
Vice President of Colony Wealth Management
Jay A. Lupica, JD
Senior Financial Counselor
Nan Vlad, JD
Senior Financial Counselor
Edward V. Schiela, CLU
Senior Investment Counselor
Austin H. Farrar, CFP
Senior Financial Counselor
D. Scott McDonald, CFP
Senior Financial Counselor
Denise M. Duffy, JD
Senior Financial Counselor
Scott A. Swartz, CFP
Senior Financial Counselor
David J. Costigan, CFP
Director and Senior Investment Counselor
Jeffrey T. Craig, CFP
Director of Tax Services
Coleen E. Peters, CFP
Financial Counselor
Lori B. Deane, JD
Financial Counselor
Gwendolyn J. Floyd, CFP, CPA
Senior Associate Financial Counselor
Matthew C. Ilteris
Senior Associate Financial Counselor
Michael E. Higgins
Associate Financial Counselor