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Online Tax Organizer
Stephen T. Sadler, JD, LLM
President of Colony Wealth Management
Elisabeth L. Talbot, CFA, CPA
Executive Director and Chief Market Strategist
Stephen R. Stelljes, JD, CFP®
Managing Director of Colony Wealth Management
Cheryl L. Wilkinson, CFP®
Vice President of Colony Wealth Management
Jay A. Lupica, JD
Senior Financial Counselor
Nan Vlad, JD
Senior Financial Counselor
Edward V. Schiela, CLU
Senior Investment Counselor
Austin H. Farrar, CFP®
Senior Financial Counselor
D. Scott McDonald, CFP®
Senior Financial Counselor
Denise M. Duffy, JD
Senior Financial Counselor
Scott A. Swartz, CFP®
Senior Financial Counselor
Lori B Deane, JD
Financial Counselor
Jeffrey T. Craig, CFP®, EA
Director of Tax Services
Stephen R. Smith
Director, Naples Office
Gwendolyn J. Floyd, CFP®, CPA
Senior Associate Financial Counselor
Joseph Salvati, CFP®
Senior Associate Financial Counselor
Matthew C. Ilteris
Senior Associate Financial Counselor
Micah Davis-Johnson, CPA
Associate Financial Counselor
Michael E. Higgins
Associate Financial Counselor