When it comes to trusting your hopes, dreams, and finances to someone else, knowing they have the team to support you matters. Get to know our caring, professional staff.
President | Registered Principal AIF® RFC® RFP® NSSA®
609-884-8085
410-654-0605
gary@capeim.com
Vice President /Financial Consultant
609.884.8085
609.600.1203
sean@capeim.com
Financial Advisor
781.245.5500
7812454488
drodrigues@ceteraadvisors.com
Finanical Advisor
240-353-6343
andrew.kadala@ceteraadvisors.com
Ken Der CFP, CPA
Tax Advisor
781.246.1040
781.846.6555
Trust and Estate Attorney
505.205.5500
617.410.4067
CPA / Certified Business Valuation Analyst
609-600-1203
info@capeim.com
Office Manager
Chief Administrative Associate
jennifer@capeim.com
Operations & Client Service Manager
7812455500
eciampa@ceteraadvisors.com
Marketing and Business Development
rogert.kruppa@ceteraadvisors.com
Health Insurance
Office Administrator
7812455588
alicia.kadala@ceteraadvisors.com
Account Manager/Tax Specialist
7819446565
Enrolled Agent
7819446585
donna.scalfani@ceteraadvisors.com
We offer holistic financial planning services, from wealth management and tax to estate and legacy.
We take a consultative, individualized approach to financial planning. Every client has unique needs.
We bring decades of experience and empathetic listening to every client's situation.
