Megan Trobenter

Client Concierge

Education & Professional Designations

Bachelor of Science in Human Development and Family Studies

Memberships & Community Involvement

My husband and I are grateful to be able to teach Sunday School and Middle School youth group at our church and I run our Care Ministry.  I also help out with my daughter’s Girl Scout troop.

About Megan

My main goal is to help ensure that our client service needs are met. I have a strong passion for Client Service, support, and do everything in my power to deliver excellent and consistent service to everyone I have the pleasure of interacting with.

Hobbies and Personal Interests

I love to hike and kayak with my family and just be outdoors as much as possible. We enjoy trying new foods and activities as a family. I love to bird watch and read as well.

Meet More of Our Team

Benjamin Randall

Benjamin Randall

Finance Associate

Mary Beth Brown

Client Service Associate

Danny Kurko

Danny Kurko

Account Review Specialist

Blake Grisvard

Blake Grisvard

Finance Associate

Steve Peer

Steve Peer

Client Service Administrator

Michael Vasiloff

Michael Vasiloff

Partner & Chief Operations Officer

Bill Schiffman

Bill Schiffman

CPA, PFS | Principal

Stephen M. Catalano

Steve Catalano 

Managing Partner

Kathy McGrath

Kathy McGrath, CFP®

Principal

Steven VonSchriltz

Steven VonSchriltz

Financial Advisor

Stephanie Seese

Stephanie Seese

Senior Client Service Coordinator

Nick Benson

Nick Benson

Client Service Associate

Laura Steffey Moss

Laura Steffey Moss, CFP®

Financial Advisor

Chris Alekna Lewis

Chris Alekna-Lewis 

Administrative Assistant

Garret heller

Garrett Heller

Junior Financial Paraplanner

Suzanne Pierson

Suzanne Pierson

Senior Client Service Associate

Frank Bevilacqua II

Frank Bevilacqua II, CPA, CFP®

President & CEO

Jenna Loader

Operations Manager

Andrew Lamb

Andrew Lamb, CFP® 

Financial Advisor

Amy Vaccaro

Amy Vaccaro 

Senior Registered Client Service Administrator

Kelly Galambos

Kelly Galambos

Marketing Coordinator