Our Team

Trusted advisors guiding your financial journey with clarity and care.

Meet the People Behind SAX Wealth Advisors

At SAX Wealth Advisors, our team is the foundation of everything we do. Each advisor brings deep financial expertise, fiduciary focus, and a personalized approach to every client relationship. Together, we help you make confident, informed decisions through every stage of your financial life—building trust, providing perspective, and supporting your goals with long-term dedication.

Wealth Management

Matthew Bernocchi, CFP®

Partner, Wealth Advisor

Irfan Bhabhrawala, CFP®

Principal, Wealth Advisor

William Connor, CFA, CFP®

Partner, Wealth Advisor

Dale Cors, AIF®

Wealth Advisor

Marie DeCaprio, MBA, CFA®, CFP®

Partner, Wealth Advisor

Rachael DeCosta, CDFA

Wealth Advisor

Ryan Freda, MBA

Associate Wealth Advisor

Adam Goldberg, CFP®, CPWA®

Wealth Advisor

Marnie Hards, MBA, CFP®

Partner, Wealth Advisor

Jill Hennessey, CFP®

Principal, Wealth Advisor

Contance J. Herrstrom, MBA, CFP®

Principal, Wealth Advisor

Alexandra Hoff, AIF®

Wealth Advisor

Jennifer Leong, CFP®, CIMA®

Partner, Wealth Advisor

Jamie Lima, CDFA®, MBA, CFP®

Principal, Wealth Advisor

Kirk E. Loerwald, CFP®, MBA, AIF®

Partner, Athletes & Artists Leader

Ian Mooney

Associate Wealth Advisor

Barbara Nevils, CFP®

Principal, Wealth Advisor

Wayne Pampaloni, CFP®

Wealth Advisor

Mark Parsons

Principal, Wealth Advisor

Valerie Peck, MBA

Principal, Wealth Advisor

Joseph Piela, CFP®

Partner, Wealth Advisor

Brian Ream, CFP®

Partner, Wealth Advisor

Jeremy Rhen, CFP®

Partner, Wealth Advisor

Kenneth Robinson, JD, CFP®

Principal, Wealth Advisor

Jonathan Shen, CFP®

Wealth Advisor

Kyle Stawicki, ChFC®

Managing Partner, Wealth Advisor

Alexa L. Tambasco, ChFC®

Associate Wealth Advisor

John Tevnan, CFP®

Associate Wealth Advisor

Miriam Whiteley, CFP®, RLP®, CeFT®

Wealth Advisor

Paul Winter, MBA, CFA, CFP®

Principal, Wealth Advisor

Luke Zulauf

Wealth Advisor

Investment Management

Jack Cassidy

Director of Investment Strategy

Jimmy Qian

Portfolio Analyst and Trading Associate

Les Vasvari, CFA, CMT

Chief Investment Officer

Tax + Advanced Planning

Kara Moss

Associate Financial Planner

Gregg Munn, Jr., CPA, CFP®

Senior Financial Planning and Tax Advisor

Tamara M. Paulun, JD, CTFA

Director of Advanced Planning and Trusts

Retirement Plan Services

Anthony Gomez, AIF®

Retirement Plan Advisor

Jesse Monzon

Retirement Plan Advisor

Derrick Morgan, AIF®, CPFA®, NQPC™

Retirement Plan Advisor

Eric Seidman, AIF®

Partner, Retirement Plan Leader

Julia Signorelli

Retirement Plan Associate

John Sykes

Retirement Plan Associate

Client Service

Natalie Alvarez

Director of Client Services

Hetal Bhimani

Client Service Associate

Kristina Cassidy

Private Client Concierge

Grecia Fontanez

Client Service Associate

Andrea Freijomil

Client Service Associate

Stephanie Turano

Client Service Associate

Brittney Whitehouse

Client Service Associate

Operations + Compliance

Christopher Clancy, IACCP®, LPEC, CC

Compliance Analyst

Justin Gordon

Analyst and Trading Associate

Trevor Hodges

Chief Operations Officer / Chief Compliance Officer

Ready to take the first step?

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