Eagle Rock | Greenberg & Rapp
Meet the Team
We’re a multi-generational wealth advisory practice built on trust, and continuity, and long-standing relationships. Our partners and team work side-by-side, combining deep experience with a personal, relationship-first approach. We believe great financial guidance comes from knowing our clients, understanding their families, and being there long after the plan is created.
Our Leadership
Our Team
Zachary Amara
Branch Associate
Jen Appaluccio
Administrative Assistant
JP Bartolomeo
Financial Advisor
T. Keith Brown
Managing Director | Wealth Advisor (RJFS)
Kathleen M. Burnett
Chief Operating & Financial Officer | Branch Operations Coordinator (RJFS)
Conor Burnett
Director of Technology | Branch Associate (RJFS)
Amanda Cabrera
Client Service Associate
Bill Conroy, CLU®
Financial Advisor
Jordan Crowley, CFP®
Vice President | Financial Advisor (RJFS)
Jonathan B. Crozier
Managing Director | Wealth Advisor (RJFS)
Miranda Daly
Director of Marketing | Branch Associate (RJFS)
Marla Errichiello
Managing Director – Client Services | Financial Professional (RJFS)
Heather Fata
New Business Case Manager | Branch Associate (RJFS)
Sharon Fulgenzi
Director of Client Engagement | Branch Associate (RJFS)
Justin Gelman, CLU®
Wealth Advisor
Steven H. Goodman, CPA, MBA
Branch Associate
Jake Greenberg
Wealth Manager
Jack Grondin
Vice President | Wealth Advisor (RJFS)
Jocelyn Hernandez
Branch Associate
Cole Koeniger, AIF®
Financial Advisor
Alexandra Malkin
Executive Assistant
Ryan Miscik, CFA
Managing Director | Investment Strategist (RJFS)
Dennis J. Mojares, Sr.
Managing Director | Wealth Advisor (RJFS)
Ryan Pergola, CFP®
Managing Director | Wealth Advisor (RJFS)
Michael Pfenninger
Vice President | Wealth Advisor (RJFS)
Brian R. Rapp, ChFC®
Private Wealth Solutions | Financial Advisor (RJFS)
Sam Rosenbaum, CFA
Associate | Investment Planner (RJFS)
Nick Schutzenhofer
Branch Associate
Elizabeth Shannon
Vice President – Director of Insurance | Branch Associate (RJFS)
Venus Shegeft
Client Service Associate
Megan Smith
Sr. Client Services | Branch Associate (RJFS)
Barbara Smilgis
Sr. Client Services | Branch Associate (RJFS)
Carmen Vogl
Client Service Associate
Debbi K. Wertheim
Managing Director | Financial Professional (RJFS)
Dante Zicarelli
Vice President | Wealth Advisor (RJFS)
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Request a Private Briefing
Our engagements begin with a confidential consultation to align our resources with your family’s lifestyle and legacy goals.