Our team

Our Team

Meet the team

Procyon’s team of experienced professionals provide exceptional service through a proactive, team-based approach led by a dedicated advisor. We customize advice to meet clients’ needs and are knowledgeable of the specific challenges faced by various niches, including retirement plans, employee benefits, doctors, business owners, LGBT couples, female executives and non-profits.

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Phil Fiore, CIMA®, CRPC®

Co-Founder and Partner
Executive Managing Director
Chief Executive Officer

Jeff Farrar

Jeff Farrar, CFP®, CIMA®, AIF®

Co-Founder and Partner
Executive Managing Director
Chief Operations Officer

Lou Gloria

Lou Gloria

Co-Founder and Partner
Managing Director

Thomas Gahan, CRPS®

Co-Founder and Partner
Managing Director

Chris Foster

Christopher E. Foster, CIMA®, CRPS®

Co-Founder and Partner
Executive Managing Director
Chief Compliance Officer

Antonio Rodrigues

Partner
Chief Investment Officer

John Marchisotta, CFP®, ChFC®

Partner, Managing Director, Private Wealth Advisor

Michael J. Desmond, CIMA®, AIF®, MBA

Partner, Private Wealth Advisor, Retirement Plan Consultant

Michael Kelly, CFP®, MS

Partner, Private Wealth Advisor

James P. Diver, CFP®

Partner, Private Wealth Advisor

Sean J. Rabinowitz

Partner, President, Employee Benefits

Melissa Dittrich

Partner, Executive Vice President, Employee Benefits

Harry Kirkpatrick, CFP®

Chief Revenue Officer

Jim Jeffery

Jim Jeffery, CFA®

Managing Director

Brian Turner

Senior Vice President, Private Wealth Advisor

Jerry Sneed, CFA®, CAIA®

Senior Vice President, Senior Private Wealth Advisor

Frank McKiernan

Senior Vice President, Senior Private Wealth Advisor

Zoltan Pongracz, CFP®, ChFC®, CLU®, AIF®

Senior Vice President, Private Wealth Advisor

Daniel Limmer, CFP®

Vice President, Private Wealth Advisor

Robert S. Alimena, MBA, CFP®

Vice President, Private Wealth Advisor

Caroline Wetzel, CFP®, MBA, AWMA®

Vice President
Private Wealth Advisor

Andy Leung, MBA, CFP®

Vice President
Private Wealth Advisor

Amber Kendrick

Amber Kendrick, CPFA®, CRPS®

Vice President
Retirement Plan Consultant

Tom Simses

Vice President of Employee Benefits

Jake McCarthy, ChFC®

Financial Advisor | Relationship Manager

Christopher Sneed

Financial Advisor

Mark Rich

Mark Rich, CFP®, CFA®

Director of Investments

Marc Fischer

Marc Fischer

Director, Business Services

Cari Walling

Director of Client Service

Jonathan Duggan, CFP®, MS Tax

Director of Financial Planning

Abby D’Annolfo

Director of Financial Analytics

Mickey Herbert, CFP®

Financial Planner

Rob Jensen

Business Development Consultant

Thomas Leffel

Investment Analyst | Trader

Richard J. Appaluccio

Senior Education Consultant

Candice Cole

Business Services Analyst

Marissa Schneider

Investment Analyst

Ryan Kristie

Reporting Analyst

Katiria Julia

Account Executive

Deirdre Nealon

Deirdre Nealon

Senior Client Service Associate

Selena Kemp

Senior Client Service Associate

Terry Crawford, CFP®

IC Client Service Associate

Lisa Allen

Lisa Allen

Client Service Associate

Amanda DiGuiseppe

Client Service Associate

Jack Silverman

Client Service Associate

Ashlynn Evans

Client Service Associate

Emily Demers

Client Service Associate

Zamena Bridglal

Client Service Associate

Michael Leone

Office Associate

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