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Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Everyone Needs a Plan
    • Meet Our Team
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
    • Blog
    • Investment Outlook
  • Client Login
  • Contact Us
Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Everyone Needs a Plan
    • Meet Our Team
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
    • Blog
    • Investment Outlook
  • Client Login
  • Contact Us
Everyone Needs a Plan Careers

Meet Your Team

Prio Wealth is comprised of a multi-disciplinary group of credentialed and experienced professionals. We pride ourselves on acting with integrity, respect and objectivity. We always put our clients’ interests and priorities first. 

Adrian

Adrian Ketri

KDP-211_AlannaSpada_Web

Alanna O. Spada, CFP®

alessandra_thornton

Alessandra M. Thornton

catherine clough portrait

Catherine T. Clough

dan_colemen

Daniel J. Coleman, Jr., CFP®

daniel_finger

Daniel S. Finger

David_Swallow_web

David G. Swallow

Jeff_StMary_web

Jeffrey J. St. Mary, CFA

JennieChung_Web

Jennie Chung

jennifer_rodriquez

Jennifer Santos Rodriguez

JillianKotowskiBio

Jillian M. Kotowski

JohnBratschi_web

John G. Bratschi

KarinaJohnsonBio

Karina S. Johnson

KelleyEllisBio

Kelley R. Ellis

Kelly_Morgan_web

Kelly A. Morgan

Kelvin

Kelvin H. Cho

KirstenDaamenBio

Kirsten Daamen

KristinBowser_Web

Kristin C. Bowser

margaret_saltalamacchia

Margaret M. Saltalamacchia

MarkValickusBio

Mark T. Valickus

Michael Smith-VaughanBio

Michael Smith-Vaughan, CFP®

michelle_lally

Michelle M. Lally

PatriciaMelnickBio

Patricia A. Melnick

Paul_Stringer_web

Paul Stringer

robert_devinney

Robert L. Devinney, CFP®

Stephen_Petersen_web

Stephen R. Petersen, CFA

Susan_Mooney_web

Susan S. Mooney

Tom_Woodhouse_web

Thomas F. Woodhouse, CFA, CFP®

Bill_Dion_web

William (Bill) Dion, CFP®

Everyone Needs a Plan Careers
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