Meet the Saugatuck Financial Team

Our team will work tirelessly to simplify your financial life. Please don't hesitate to call us if we can be of assistance.

Click on any photo to see that team member’s full bio

 


Meet Our Partners

Alfred Schor

Founding Partner

Worth

Justin's Team

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Meet Justin's Team

Christy Charise

Chief Operating Officer

Nicole Martocci, CFP®

Investment Operations Manager

Lou Nistico

Director of Investments

Colin Thomas

Director of Financial Planning

Natalia Faryna

Financial Planning Associate

Jamie Baldari

Executive Assistant

Al's Team photo

Click on any photo to see that team member’s full bio


Meet Al's Team

Alfred Schor

Founding Partner

Worth

Donna Aekins

Director of Operations

Nicole Martocci, CFP®

Investment Operations Manager

Chris Thomas

Director of Client Relations

Rachael Dobies

Financial Planning Assistant