Our Team

George P. Webb, CF2^®Chief Executive Officer & Chief Compliance OfficerRead bio

David J. SerpaM&A AdvisorRead bio

Mark J. Majka, CFA^®Chief Investment OfficerRead bio

James M. Boyd, CFA^®Wealth Management AdvisorRead bio

Bradley C. Cannon, Pharm.D.Wealth Management AdvisorRead bio

Brian T. Gasbarro, AIF^®, CPFARetirement Plan AdvisorRead bio

Andrew J. Powers, ChFCRetirement Plan AdvisorRead bio

Thomas E. Wade, CFP^®, CMFCWealth Management AdvisorRead bio

Anthony E. Wilkins, CFA^®Wealth Management AdvisorRead bio

Allison A. MajkaDirector of Client Service & Human ResourcesRead bio

Helen L. BarberDirector of Marketing & ResearchRead bio

Hannah R. FortierClient Service AssociateRead bio

Alan BrownChairman

Charles A. Ferrone, CLU, ChFCFounder EmeritusRead bio

Neil G. McInnis, CFP^®, CLU, AIF^®Founder EmeritusRead bio

Alan C. Simpson, Ph.D.

Robert D. SandlerRead bio

Harold G. Richardson, CFP^®, CPA

To Be AnnouncedBoard Member

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Pension & Wealth Management Advisors, Inc. is engaged, or continues to be engaged, to provide investment advisory services.