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
Client Relationship Consultant
Jake Greenberg
Wealth Manager
Jack Grondin
Vice President
Wealth Advisor, RJFS
Jocelyn Hernandez
Paraplanner
Branch Associate, RJFS
Cole Koeniger, AIF®
Financial Advisor
Alexandra Malkin
Branch Associate
Ryan Miscik, CFA®
Managing Director
Investment Strategist. RJFS
Dennis J. Mojares, Sr.
Managing Director
Wealth Advisor, RJFS
Ryan Pergola, CFP®, AIF®
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®
Branch Associate
Investment Planner, RJFS
Nick Schutzenhofer
Paraplanner
Branch Associate, RJFS
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.