Our Team

Nicolas Carrion

Associate Wealth Advisor

ncarrion@mswealth.com

Nancy Connett

Executive Assistant

NConnett@MSWealth.com

Janet Cuccaro

Executive Assistant

JCuccaro@MSWealth.com

James E. Dy, CFP®, ChFC®, CIMA®, AIF®, AAMS®, AWMA®

Partner

JDy@MSWealth.com

Alex M. DiMartino

Analyst

adimartino@mswealth.com

Melissa Feinthel

Client Service Associate

MFeinthel@mswealth.com

Flordeliza Flores, CLTC®

Executive Assistant

FFlores@MSWealth.com

Rafael Flores

Executive Assistant

RFlores@MSWealth.com

Denise Ford

Client Service Associate

dford@mswealth.com

John A. Franchi

Partner | Chief Investment Officer

JFranchi@MSWealth.com

Nancy Hanrahan

Director of Operations

NHanrahan@MSWealth.com

Daniel Jago, CFP®, AIF®

Partner

DJago@MSWealth.com

Terri E. Krueger, ChFC®

Wealth Management Advisor

Terri.Krueger@LPL.com

Kyle Malavasi, CFP®, CEPA®

Partner | Wealth Management Advisor

kmalavasi@MSWealth.com

Annie Mulroy, CLTC®

Insurance Specialist and Executive Assistant

AMulroy@MSWealth.com

Laura Reilly

Client Service Associate

lreilly@mswealth.com

Jill Rizzo

Client Service Associate

Jill.Rizzo@LPL.com

Thomas Rose, CFS®, AIF®

Partner

trose@mswealth.com

Faith Ryan, FPQP®

Financial Representative

FRyan@MSWealth.com

William E. Ryan, Jr., CFP®

Partner

WRyan@MSWealth.com

David J. Schelhorn

Partner | Wealth Management Advisor

Dschelhorn@mswealth.com

Theresa Schultze

Client Service Associate

TheresaS@MSWealth.com

Robert W. Scott, CFP®

Managing Partner

RScott@MSWealth.com

Robert Sorge, MBA, CRPC®, AIF®

Partner

Robert.Sorge@LPL.com

Patricia Yula

Executive Assistant

PYula@MSWealth.com