Stephanie Baszner, CFP®

Advisor

How I Arrived At RWM

“A close Advisor made the introduction. His enthusiasm for the RWM Team was contagious, and I caught the bug. After becoming enraptured with the entrepreneurial spirit and thought leadership of the impressive members of the firm, I was given the incredible opportunity to come on board.”

Favorite Part Of The Job

” I enjoy listening to, learning about, and helping people. I’ve been amazed at the determination of the wonderful clients I work for. When trust is earned, I’m rewarded with a seat at the table during big life decisions.”

When I'm Not Working

“I’m spending time with my husband and family, and enjoying the fellowship of my church and friends.”

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Colleen Parker

Director of Client Service

Colleen Parker

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Nicole Samoroukova

Media Producer & Head of Audience Development

Nicole Samoroukova

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Josh Brown

CEO

Josh Brown

Dylan Kluender

Sr. Trader

Dylan Kluender

Eric Zipfel

Advisor

Eric Zipfel

Nate Jefferson, CFP®

Paraplanner

Nate Jefferson, CFP®

Angelica Andrews

Paraplanner

Angelica Andrews

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Claire Galante

Executive Assistant

Claire Galante

Ross Cohen, CFP®

Advisor

Ross Cohen, CFP®

Dina Isola

Advisor

Dina Isola

Travis Varga

Creative Media Producer

Travis Varga

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Lauren Spears

Client Service Associate

Lauren Spears

Erika Mauro

Director of Client Service – Family Office

Erika Mauro

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Nick Maggiulli

COO

Nick Maggiulli

Nelson Crane

Trading Research Associate

Nelson Crane

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Joey Fishman

Sr. Advisor

Joey Fishman

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Lisa Paul

Client Service Associate

Lisa Paul

Anna Chaiken

Vice President

Anna Chaiken

Susan Gray

Sr. Client Service Associate

Susan Gray

Mindy Giles

Client Service Associate

Mindy Giles

Duncan Hill

Creative Director

Duncan Hill

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Nick Sapienza, CFP®

Advisor

Nick Sapienza, CFP®

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Lisa Rosenstein

Tax Planner

Lisa Rosenstein

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Alex Messer

Trader

Alex Messer

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Andrea Diltz

Client Service Associate

Andrea Diltz

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Benjamin Packer

Client Service Associate

Benjamin Packer

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Jay Tini

President

Jay Tini

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Sean Russo

Research Associate

Sean Russo

Kevin Young, CFP®

Advisor

Kevin Young, CFP®

Dominic Bova, CFP®

Tax Planner

Dominic Bova, CFP®

Catalina Castillo

Compliance Analyst

Catalina Castillo

Adam Day, CFP®

Advisor

Adam Day, CFP®

Daniel Parra

Creative Media Editor

Daniel Parra

John Grayson

Sr. Creative Media Producer

John Grayson

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Adam Gock

Client Service Associate

Adam Gock

Gisela Warner

Director of Operations

Gisela Warner

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Callie Cox

Chief Market Strategist

Callie Cox

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Benjamin Coulthard, CFP®

Advisor

Benjamin Coulthard, CFP®

Gary Pulford, CTFA

Advisor

Gary Pulford, CTFA

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Brian Rosen

Sr. Advisor

Brian Rosen

Jonathan Novy

Sr. Advisor

Jonathan Novy