Nesso
Wealth Team
Meet Our Wealth Team
Our team combines decades of experience to bring you wealth services you can count on.
Andrea Bongiovanni, CIMA®, CFS®
Bonnie Bailey, CFP®, CEPA
Cathy Poulin
Colin Murray, AIF®
Donna Urice
Emily Lebowitz, AIF®
Wealth Advisor, Client Relationship Manager
Garrett Burns, CFP®, EA, AIF®
Gary Martin, CPA
Jacki Hissick, ABFP(SM)
John Wonneberger, CPA
Kevin Christopher, JD, ABFP(SM)
Leah Zampelli
Client Service Associate
Lindsey McInerney
Lisa Uguccioni
Matt Glatt, CFP®, CPA, AIF®
Nan Conlon
Nick Weimer
Client Service Manager
Ryan McGrail
Client Service Associate
Sydney Hebert
Terry Bongiovanni
Ty Bongiovanni, AIF®
Charlie Murphy
Bailie Glatt
Business Support
As investment professionals, Nesso Wealth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Our Commitment to Our Clients
Empathy and Education
Friendly, Experienced Support
Customized Advice
Let’s talk about what’s important to you
Nesso
Solutions
Our approach to integrated solutions and comprehensive services alleviates stress and elevates success. We provide guidance across multi-dimensional areas of expertise for individuals and businesses. You can trust that we’re working together with your best interest in mind.
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Tax
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Accounting
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Wealth
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Insurance
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Benefits
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Benefits