Advice

Katie White, CFP®, CDFA®

Investment Advisor

k.white@pgiwm.com

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Ruben V. Rozental, MBA, CRPC

Investment Advisor

r.rozental@pgiwm.com

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Barry G. Katz, MBA

Investment Advisor

b.katz@pgiwm.com

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Erin Martin, MS, CFP®

Investment Advisor

e.martin@pgiwm.com

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Todd McElroy

Head of Risk Management
Investment Advisor

t.mcelroy@pgiwm.com

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Cindy Hunt, ATA, EA

Investment Advisor

c.hunt@pgiwm.com

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Support

Monique Duran

Advisor Support Manager

m.duran@pgiwm.com

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Management

Nicholas McElroy

President

n.mcelroy@pgiwm.com

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Ryden Hines, MBA

Director of Operations

r.hines@pgiwm.com

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Dustin Dorhout

Chief Investment Officer

d.dorhout@pgiwm.com

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General Contact