Meet the Team
Our multi-disciplinary team of financial professionals can help you to navigate a financial world filled with many opportunities.
pRINCIPAL
Andrew Samalin,
CFP®, EA, CDFA®
The founder of Samalin Wealth, Andrew has been advising affluent individuals, businesses, and foundations since 1992...
VP, investments
Ronald Schneider, CFP®
An independent advisor, Ron's financial services career began at Merrill Lynch. He later joined Prudential Securities as a Financial Advisor and Branch Manager. Ron also served in wealth advisory positions with Morgan Stanley and Wells Fargo Advisors...
VP, Investments
John B. Hadley Jr.
An independent advisor, John brings over three decades of experience to Samalin Wealth. He specializes in retirement planning for teachers in the 403(b) market and IRA Rollover processing and management...
VP, investments
John R. Fussell
An independent advisor, John has been a wealth manager of high-net-worth clients and businesses for over 22 years. He has developed extensive expertise in advising small business owners and real estate developers...
chief compliance officer, financial services associate
Maria McKee, CFP®
Maria is a former branch chief in the Investment Management Division of the U.S. Securities and Exchange Commission (SEC)...
director, investments
Patrick C. Thuemmel, CFP®
An independent advisor, Patrick has accumulated over 15 years experience helping clients and their families advance towards their unique financial goals…
financial services associate
Mishelle Ciliberti, CPA
Mishelle joined Samalin Wealth in 2012 and is responsible for the firm’s accounting needs and maintaining client relationships....
financial advisor
Paul Ayala, CPFA
An independent advisor, Paul brings a combined 14 years of banking and investment experience to Samalin Wealth. Previously, Paul was promoted into various roles at J.P. Morgan...
director, investments
Laurance J. Kersh, CFP®
An independent advisor, Larry possesses more than 35 years of financial expertise. He provides goal-oriented fiscal advice to corporate officers of small, mid-size and large businesses and non-profit organizations, as well as affluent families...
senior service representative
Clare Casey
Clare has more than 17 years of securities brokerage experience formerly assisting clients at Wachovia Securities and Morgan Stanley Dean Witter...
director, operations
Yvette Wheeler
Yvette has over 30 years of operational experience in financial services. She held previous positions at Heron Wealth and Morgan Stanley...
vp, marketing
Melinda Stach
Melinda is a strategic marketing, brand, and communications leader with over 20 years of experience working in financial services...