Meet the Team
Behind every great firm are outstanding individuals.
Meet the professionals of Atlas Private Wealth Management.
Select a division to get started
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J. Christopher Aiello
Senior Vice President
Director of Trust and Estate Planning -
Kollin F. Allard, CRPC®
Senior Vice President
Wealth Management Advisor -
Suzanne Beczak
Associate Wealth Management Advisor
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Lauren Berberich
Executive Assistant
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Gregory R. Britton
CRPC®, ChFC®, CLU®, CASL® President | CEO -
Barnaby D. Bullard, CFP®
Senior Vice President
Wealth Management Advisor -
Susan L. Dellaghelfa
Client Service Specialist
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Philip Estes
Manager of Trading Operations
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Sunday Frost
Client Onboarding Specialist
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Timothy Hamilton
CFP®, CIMA®, CSLP® Senior Vice President
Wealth Management Advisor -
G. David Hershey,
Compliance & Operations Analyst
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John Heslin
Associate Portfolio Manager
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Danielle Jolin
Client Operations Leader
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Loni Lee
Marketing Coordinator
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Lissa McNaughton
Senior Vice President
Director of Retirement Services -
Kathleen M. Moore, FPQP™
Client Services Team Leader
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Rick Morales
Associate Wealth Management Advisor
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John C. Ogle
Chief Investment Officer
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Robert Palmer, CFP®, RICP®
Senior Vice President
Director of Financial Planning -
Toby Potterton, CRPC®
Managing Director
President of Advisory Services -
David Ralph, CPA
Tax and Financial Planning Advisor
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Sarah Rapke
Chief Compliance Officer
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Barry Rings Jr, CFP®
Vice President
Wealth Management Advisor -
Kristen Schreer
Managing Director
Chief Operating Officer -
Austin M. Smith, EA
Associate Wealth Management Advisor
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Brendan Walsh
Senior Vice President
Director of Tax Planning
