Meet the Team

Our team has wide-ranging experience and skills. But we all share a never-ending commitment to build personal relationships that serve your best financial interests.

Our Leadership

Mark Klein

Mark Klein

CEO

Portrait of Andrew Wayne smiling wearing glasses, shirt, jacket, pocket square and watch with arms folded in front.

Andrew Wayne

Managing Partner/Co-Founder

Portrait of Gary H Wayne smiling wearing shirt and jacket with pocket square.

Gary H. Wayne, CFP®

Managing Partner/Co-Founder

Mery Steckly

Mery Steckly

Director of Branch Operations

Dani vonRabenstein

Danielle vonRabenstein

Director of Transitions

Daniel Adler

Daniel Adler

Director of Compliance and Supervision

Chatham, NJ

Harrison L. Bauman, Managing Director at Center Street Capital Advisors

Harrison L. Bauman

Managing Director
Frances Becker

Frances Becker

Senior Registered Client Associate
Max Cohen

Max Cohen

Client Associate
Headshot portrait of Chris Cooper smiling wearing shirt and jacket.

Christian Cooper

Managing Director
Michael Corsi Close up headshot

Michael Corsi

Client Associate
Andrew Dreisiger, Senior Vice President at Center Street Capital Advisors

Andrew Dreisiger

Senior Vice President
David Drogon

David Drogon, CFP®

Managing Director
Portrait of Monte Edwards smiling wearing glasses, shirt, jacket and pocket square.

Monte Edwards

Managing Director
Lee Einhorn

Lee Einhorn

Managing Director
Rocco Gallo

Rocco Gallo, CRC®

Managing Director
Jason Harris

Jason Harris

Vice President

Margaret Hill, CDFA®, CRPC®

Managing Director
Portrait of Aaron C Kessler smiling wearing white shirt, plaid jacket and pocket square.

Aaron C. Kessler, CFP®

Managing Director
Portrait of Patrick Morris smiling wearing shirt, jacket and pocket square.

Patrick Morris

Managing Director
Robert Muhleisen

Robert Muhleisen

Managing Director
John O’Malley

John O’Malley

Assistant Vice President
Financial Consultant
Doug Osher

Doug Osher

Managing Director
Megan Paschal

Megan Pachal

Client Associate
Allison M. Pierce

Allison M. Pierce

Senior Registered Client Associate
Justin Taylor, Assistant Vice President at Center Street Capital Advisors

Justin Taylor, CFP®, SE-AWMA®

Assistant Vice President
Senior Registered Client Associate
Chad Thomas, Senior Vice President at Center Street Capital Advisors

Chad Thomas, CFP®, SE-AWMA™

Senior Vice President
Christine Twillman portrait smiling and wearing blue blouse.

Christine Twillmann

Assistant Vice President
Senior Registered Client Associate
Nykia Wharton

Nykia Wharton

Assistant Vice President
Senior Registered Client Associate

Boca Raton, FL

Zina Barsoom

Zina Barsoom

Senior Registered Client Associate
Bryan Drowos

Bryan Drowos, CFP®, CPWA®

Partner, Managing Director
Christopher Duffey

Christopher Duffey

Managing Director
John Faber

John Faber

First Vice President
Karen Fernandini

Karen Fernandini

Senior Registered Client Associate
Associate Vice President
Eireni Girgis

Eireni Girgis

Assistant Vice President
Senior Registered Client Associate
Susie Goldberg

Susie Goldberg

Senior Registered Client Associate
Alison Goodridge

Alison Goodridge

Client Associate
Peter Goodridge

Peter Goodridge

Managing Director
Jeffrey Green

Jeffrey Green

Managing Director / Financial Advisor
Jonathan Green

Jonathan Green

Financial Advisor
Robert M. Green, Managing Director and Financial Advisor at Center Street Capital Advisors

Robert M. Green

Managing Director / Financial Advisor
Adam Greenbaum

Adam Greenbaum

Senior Vice President
Ryan Jurist

Ryan D. Jurist

Vice President
Stephen Jurist

Stephen L. Jurist

Senior Managing Director
Partner
Jeffrey Kassower

Jeffrey Kassower

First Vice President
Nicole Kingman

Nicole Kingman

Senior Registered Client Associate
Richard Learner

Richard Lerner

Senior Vice President
Olivia Herman

Olivia Madsen

Client Associate
R. William McCullough

R. William McCullough

Senior Registered Client Associate
Kenneth Nemery

Kenneth R. Nemery, CIMA®, CPWA®

First Vice President
Bob Schramm

Robert “Bob” Schramm, Jr

Senior Vice President
Michael Schwarzberg

Michael Schwarzberg

Regional Managing Director
Portrait of Matt Rundle smiling wearing shirt and jacket with arms folded in front.

Matt Trundle, CFP®

Managing Director

New York, NY

Ira Bauman

Ira M. Bauman

Managing Director
Portrait of Andrew Black wearing glasses, white shirt and jacket.

Andrew Black

Vice President
Senior Registered Client Associate
Jason Goldberg

Jason Goldberg

Managing Director
Portrait of Judith Kasen Windsor smiling wearing patterned blazer.

Judith Kasen-Windsor

First Vice President
Benjamin Leess

Benjamin Leess, CRPC

Managing Director
Michael Madden

Michael Madden

Assistant Vice President
Senior Registered Client Associate
Scarlett Neuberger

Scarlett Neuberger

Senior Registered Client Associate
Portrait of Adam Nicot smiling wearing white shirt and jacket.

Adam Nicot

Assistant Vice President
Senior Registered Client Associate
Jack Wegh

Jack Wegh

Managing Director

Cary, NC

John McAulay

John McAulay, CFP®

Senior Vice President
Josh Seligson

Josh Seligson

Vice President
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Our Core Value: Underlying everything we do is our desire to have a positive and long-lasting impact on our client’s happiness, productivity and legacy.

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PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.

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