70 North Putt Corners Road,
Client Service Associate
Krista joined the firm in early 2020 with years of experience as a Client Service Associate in the financial industry. She currently holds the financial designation as a Financial Paraplanning Qualified Professional from the College of...
With over 40 years of experience in the financial services industry, Marc Schain focuses his expertise on helping clients enhance their financial independence. As President of the firm, he provides investors with the knowledge, access,...
A veteran of the financial services industry, Patrick Fillette brings over 24 years of experience to building the retirement assets of individuals, small business owners, and their employees. As a CERTIFIED FINANCIAL PLANNER™...
Since joining the firm, William has been an integral part of the Fillette & Schain Wealth Management team. As a licensed financial advisor, he specializes in helping clients identify their most cherished goals and build custom...