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.

Justin's Team

Meet Justin's Team

Christy Charise

Chief Operating Officer

Nicole Martocci, CFP®

Investment Operations Manager

Lou Nistico

Director of Investments

Natalia Faryna

Financial Planning Associate

John Leifels

Financial Planning Associate

Jess Murphy

Insurance Services Associate

Jamie Baldari

Executive Assistant

Al's Team photo

Meet Al's Team

Alfred Schor

Founding Partner

Worth

Donna Aekins

Director of Operations

Chris Thomas

Director of Client Relations

Christy Charise

Chief Operating Officer

Nicole Martocci, CFP®

Investment Operations Manager

Mitch's Team photo

Meet Mitch's Team

Christy Charise

Chief Operating Officer

Jess Murphy

Insurance Services Associate

Natalia Faryna

Financial Planning Associate

Lou Nistico

Director of Investments