Our Team

Helping You Create, Manage, Protect, & Distribute Wealth®️

Kent Fitzpatrick AIFA®️, GFS®️, CBFA

Managing Director

Sean Whalen CFP®️, MSF

Director of Private Wealth
Partner – Senior Consultant

Rosario Salamone MAFM, CIMA®️

Director of Research
Partner

Dennis Chandler

Chief Operating Officer

William “Bill” O’Neill AIF®️

Business Operations Manager
Financial Consultant

John Gentry AIF®️, CFP®️, CEBS®️, CKP®️

Director of Retirement
Senior Consultant

David C. O’Brien CFP®️, CAIA®️

Senior Consultant

Bruce W. Hardy MBA

Director of Private Asset Management
Senior Consultant

Russell Swinton

Financial Consultant

William Mahony JD, CPA

Director of Estate Planning
Senior Consultant

Rick Racine AIF, PPC

Senior Consultant

Ernharth, Johannes, AIFA

Senior Consultant

Conor Moran

Marketing Content Administrator

Veronica Martins

Marketing Associate

Gregory P Killilea

Financial Consultant

Michele Sullivan

Accounting

Josephine Sofia

Client Service Administrator

Joseph W. Middleton

Director of Sports & Entertainment

Rochelle Gouger, MSA, CPA

Business Development

Michael J. Burwick JD, LLM

General Counsel

Asset Strategy

Helping you Create, Manage, Protect & Distribute Wealth®️

Want to learn more about Asset Strategy services?
Reach out to our team for a free consultation or informational meeting.








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