Zodtner Team

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Stephanie Baszner, CFP®

Advisor

Erika Mauro

Client Service Director

Lauryn Lafferty

Sr. Client Service Associate

Bill Artzerounian

Director of Tax Services

Alex Messer

Sr. Trader

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Brian Rosen

Sr. Advisor

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Joey Fishman

Sr. Advisor

Sean Russo

Investment Analyst