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

Mark KleinCEO

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Andrew WayneManaging Partner, Founder

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Gary H. Wayne, CFP®Managing Partner, Founder

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Chatham, NJ

David Drogon, CFP®Senior Vice President

Judith Kasen-WindsorFirst Vice President

Andrew DreisigerFirst Vice President

Andrew BlackVice President
Senior Registered Client Associate

Nykia WhartonAssistant Vice President
Senior Registered Client Associate

John O'MalleyAssistant Vice President
Financial Consultant

Adam NicotAssistant Vice President
Senior Registered Client Associate

Aaron C. Kessler, CFP®Senior Vice President

Christine TwillmannSenior Registered Client Associate

Monte EdwardsSenior Vice President

Patrick MorrisSenior Vice President

Boca Raton, FL

Matt Trundle, CFP®Senior Vice President

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.

Let's Get in Touch

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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