Our team.
Selecting a financial adviser is a significant decision. Understanding a firm’s experience and philosophy is important, but so is getting a sense of what the working relationship will be like. After all, you’re not only just investing money, but also your time and aspirations.
At Sanderson, we combine a multidisciplinary approach with uncompromised, tailored service. Our intentionally small team of dedicated professionals—some who have been with the firm since the very beginning—offer an extensive range of experience and specializations. As a client, you’ll have a direct line to your advice team for consistent, responsive attention. We look forward to getting to know you and your family on a personal level, so we can help you achieve and maintain your optimal life.
Justin Sanderson
Chief Executive Officer
John Sanderson
Founder, Chairman
Jim Warner
Partner, Chief Financial Officer, Chief Compliance Officer, and Vice President of Investment Advisory Services
C. Michael Bader
Vice President of Investment Advisory Services
Caleb Jennings
Vice President of Investment Advisory Services
John Gullo
Chief Investment Officer and Chief Operating Officer
Tim Domino
Director of Wealth Planning
Lauren Molenda
Chief Marketing Officer
Debbie Todaro
Director of Tax
Karen Nicpon
Senior Tax Consultant
Joe Bartelo
Tax and Wealth Planning Senior Adviser
Phil Frattali
Financial Adviser
Evan Kraft
Financial Adviser
Tucker Weppner
Financial Analyst
Angelo Goodenough
Financial Analyst
Regyna Taberski
Client Service Administrator
Eric Weiher
Customer Service Administrator
Cameron Radziwon
Chief of Staff
Donna Schmitt
Executive Assistant to John Sanderson
Amanda Melendez
Administrative Associate
Put our experience to work for your wealth.
Schedule a consultation to learn more about our investment services.