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

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Travis Varga

Creative Media Producer

Travis Varga

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Nate Jefferson, CFP®

Paraplanner

Nate Jefferson, CFP®

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Nicole Samoroukova

Media Producer & Head of Audience Development

Nicole Samoroukova

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Daniel Parra

Creative Media Editor

Daniel Parra

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Andrea Diltz

Client Service Associate

Andrea Diltz

Colleen Parker

Director of Client Service

Colleen Parker

Nick Sapienza, CFP®

Advisor

Nick Sapienza, CFP®

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Adam Day, CFP®

Advisor

Adam Day, CFP®

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Lisa Paul

Client Service Associate

Lisa Paul

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Angelica Andrews

Paraplanner

Angelica Andrews

John Grayson

Sr. Creative Media Producer

John Grayson

Catalina Castillo

Compliance Analyst

Catalina Castillo

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Adam Gock

Client Service Associate

Adam Gock

Susan Gray

Sr. Client Service Associate

Susan Gray

Benjamin Packer

Client Service Associate

Benjamin Packer

Claire Galante

Executive Assistant

Claire Galante

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Benjamin Coulthard, CFP®

Advisor

Benjamin Coulthard, CFP®

Dina Isola

Advisor

Dina Isola

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Joey Fishman

Sr. Advisor

Joey Fishman

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Mindy Giles

Client Service Associate

Mindy Giles

Dylan Kluender

Sr. Trader

Dylan Kluender

Nick Maggiulli

COO

Nick Maggiulli

Gisela Warner

Director of Operations

Gisela Warner

Duncan Hill

Creative Director

Duncan Hill

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Callie Cox

Chief Market Strategist

Callie Cox

Erika Mauro

Director of Client Service – Family Office

Erika Mauro

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Gary Pulford, CTFA

Advisor

Gary Pulford, CTFA

Lisa Rosenstein

Tax Planner

Lisa Rosenstein

Alex Messer

Trader

Alex Messer

Kevin Young, CFP®

Advisor

Kevin Young, CFP®

Josh Brown

CEO

Josh Brown

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Nelson Crane

Trading Research Associate

Nelson Crane

Ross Cohen, CFP®

Advisor

Ross Cohen, CFP®

Lauren Spears

Client Service Associate

Lauren Spears

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Dominic Bova, CFP®

Tax Planner

Dominic Bova, CFP®

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Eric Zipfel

Advisor

Eric Zipfel

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Jonathan Novy

Sr. Advisor

Jonathan Novy

Anna Chaiken

Vice President

Anna Chaiken

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Brian Rosen

Sr. Advisor

Brian Rosen

Jay Tini

President

Jay Tini

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Sean Russo

Research Associate

Sean Russo