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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

Portrait of Mark Klein smiling, wearing shirt, jacket and pocket square.

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

Chatham, NJ

Headshot portrait of Chris Cooper smiling wearing shirt and jacket.
Christian Cooper
Senior Vice President
Andrew Dresisiger portrait smiling wearing glasses, shirt and plaid jacket with pocket square.
Andrew Dreisiger
First Vice President
Portrait of David Drogon smiling, wearing shirt and jacket.
David Drogon, CFP®
Senior Vice President
Portrait of Monte Edwards smiling wearing glasses, shirt, jacket and pocket square.
Monte Edwards
Senior Vice President
Jason Harris
Jason Harris
Vice President
Portrait of Aaron C Kessler smiling wearing white shirt, plaid jacket and pocket square.
Aaron C. Kessler, CFP®
Senior Vice President
Les Melnick
Les Melnick
Senior Vice President
Portrait of Patrick Morris smiling wearing shirt, jacket and pocket square.
Patrick Morris
Senior Vice President
Robert Muhleisen
Robert Muhleisen
Senior Vice President
Portrait of John O'Malley wearing blue shirt with jacket.
John O’Malley
Assistant Vice President
Financial Consultant
Mery Steckly
Mery Steckly
Director of Branch Operations
Justin Taylor
Justin Taylor
Registered Client Associate
Christine Twillman portrait smiling and wearing blue blouse.
Christine Twillmann
Senior Registered Client Associate
Portrait of Nykia Wharton smiling wearing floral blouse and smart watch.
Nykia Wharton
Assistant Vice President
Senior Registered Client Associate

Boca Raton, FL

Bryan Drowos
Bryan Drowos, CFP®, CPWA®
Partner, Managing Director
Susie Goldberg
Susie Goldberg
Senior Client Associate
Adam Greenbaum
Adam Greenbaum
Senior Vice President
Lauri Jablo
Lauri Jablo
Senior Client Associate
Assistant Vice President
Jeffrey Kassower
Jeffrey Kassower
First Vice President
Kenneth Nemery
Kenneth R. Nemery, CIMA®, CPWA®
Vice President
Bob Schramm
Robert “Bob” Schramm, Jr
First Vice President
Michael Schwarzberg
Michael Schwarzberg
Regional Managing Director
Cindy Shore
Cindy Shore
Senior Client Associate
Portrait of Matt Rundle smiling wearing shirt and jacket with arms folded in front.
Matt Trundle, CFP®
Senior Vice President

New York, NY

Portrait of Andrew Black wearing glasses, white shirt and jacket.
Andrew Black
Vice President
Senior Registered Client Associate
Portrait of Judith Kasen Windsor smiling wearing patterned blazer.
Judith Kasen-Windsor
First Vice President
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
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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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