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Meet Our Team

Power 10 Advisory Partners Team Photo

Our value doesn’t stop at financial expertise.

  • We take our business personally.

As in any family business, business is personal to us by nature. That’s why we treat each of our clients how we would want to be treated.

  • We put our clients first.

Your success is all that matters to us - and success looks different to each of you. That’s why your financial & estate plan is always driven by your personal vision, goals and values.

  • We’ve seen a lot.

With more than 100 years of experience, we’ve advised our clients through every stage in life.

Partners

Ralph J. Rotman CLU®, AEP®, CAP®, ChSNC®, RICP®

Partner

Cassie Rotman CFP®, MBA, CDFA®

Partner

Sy H Marcus CLU®, ChFC®, CLTC®

Partner

Team

Deborah McNall CLU®

Director of Operations

Victoria Gibbs CLU®, ChFC®, CFP®

Associate Financial Representative

Michelle Clark

Associate Financial Representative

Julie E Coon

Associate Financial Representative

Christopher Ray CFA®

Director of Investments

Angela Canale

Director of Marketing

Sharon M Carroll

Associate Financial Representative

Jeremy Hazzard

Investment Analyst

Kaitlin Shea

Associate Financial Representative