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OUR TEAM

Meet the team

Procyon’s veteran team of financial professionals work together to exceed client expectations. Our proactive, team-based service approach led by a single dedicated advisor emphasizes unparalleled service and in-depth personal planning. While we will tailor our advice to the specific needs of our clients, we’re also attuned to the unique challenges experienced by different niches, including retirement plan sponsors, doctors and business owners, LGBT/same-sex couples, female executives and not-for-profits.

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Phil Fiore

Phil Fiore, CIMA®, CRPC®

Co-Founder and Partner
Executive Managing Director

Jeff Farrar

Jeff Farrar, CFP®, CIMA®, AIF®

Co-Founder and Partner
Executive Managing Director

Lou Gloria

Lou Gloria, CRPC®, CRPS®

Co-Founder and Partner
Managing Director

Thomas Gahan

Thomas Gahan, CRPS®

Co-Founder and Partner
Managing Director

Chris Foster

Christopher E. Foster, CIMA®, CRPS®

Co-Founder and Partner
Managing Director

Antonio Rodrigues

Antonio Rodrigues

Senior Vice President
Senior Portfolio Manager

Jim Jeffery

Jim Jeffery, CFA®

Managing Director

Steven Mitchell

Managing Director

Caroline Wetzel

Caroline Wetzel, CFP®, CDFA®, AWMA®

Vice President
Private Wealth Advisor

Amber Kendrick

Amber Kendrick, CPFA®, CRPS®

Vice President
Retirement Plan Consultant

Andy Leung, MBA

Vice President
Private Wealth Advisor

Richard J. Appaluccio

Senior Education Consultant

Mark Rich

Mark Rich, CFP®

Investment Analyst

Kevin Catale

Kevin Catale

Investment Analyst

Deirdre Nealon

Deirdre Nealon

Senior Client Service Associate

Lisa Allen

Lisa Allen

Client Service Associate

Marc Fischer

Marc Fischer

Assistant Practice Manager