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Online Tax Organizer
Stephen T. Sadler, JD, LLM
President of Colony Wealth Management
Elisabeth L. Talbot, CFA, CPA
Executive Director and Chief Market Strategist
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
D. Scott McDonald, CFP®
Senior Financial Counselor
Denise M. Duffy, JD
Senior Financial Counselor
Jeffrey T. Craig, CFP®, EA
Senior Financial Counselor and Director of Tax Services
Stephen R. Smith
Director, Naples Office
Nancy K. Chisholm
Director of Business Development
Paul H. Barlow
Investment Counselor and Director of Business Development
Joseph Salvati, CFP®
Financial Counselor
Matthew C. Ilteris, CFP®
Financial Counselor
Lori B. Deane, JD
Financial Counselor
Kevin M. Williams, CPA
Senior Associate Financial Counselor
Micah Davis-Johnson, CFA, CPA
Senior Associate Financial Counselor
William C. Weydemeyer, CFP®
Senior Associate Financial Counselor