Congress Wealth Management
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- Wealth Management Team
Wealth Management Team
About
The Wealth Management Team at Congress Wealth Management provides customized investment strategies and financial planning services to clients. Comprised predominantly of Wealth Managers, supported by Principals and Client Advisors, the team focuses on delivering holistic wealth management solutions that align with clients' individual financial goals and needs.
Team members
Brendan Collins
Wealth Manager
David Kauffman
Wealth Manager, Principal
Deb Kriebel
Wealth Manager, Principal
Jennifer Gates
Wealth Manager
John Berry
Wealth Manager
Michael Harty
Managing Director
Michael K. Green, Jr...
Wealth Manager
Mike Hamolia
Wealth Manager
Mindy Gasthalter
Wealth Manager
Robert Breslin
Wealth Manager
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