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Our Team

“Our people are Maridea’s greatest strength—their expertise, entrepreneurial energy, and integrity drive everything we do.”

Sean Sun

President

Our Team

Adam Butbul, CFA

Chief Financial Officer

Adriana Krabec

Client Success Associate

Alden Rowe, MBA

Investment Advisor

Allison Gagni

Senior Investment Advisor

Amber Johnson

Insurance Agent

Anisa Sinclair

Client Success Associate

Arvon Lunsford

Tax Supervisor

Bob Confessore, CFP®

Senior Investment Advisor

Bob Pagliuco

Chief Compliance Officer

Boden Papotta

Staff Accountant

Brayden Sallee

Investment Advisor

Brian Sheehy

Senior Investment Advisor

Bryan Hinmon, CFA

Chief Investment Officer

Christopher McNeil, MD, FAAEM

Senior Investment Advisor

Christy Bahl, CPA, CMA

Senior Accounting Manager

Dan Lidawer

Senior Advisor

David Papotta, CPA

Director of Tax & Business Services

Dawson Gonwick, CFP®, EA

Director of Investment Operations

Denise Karl Reyes

Administrative Assistant

Dustin Becker

Director of Insurance

Henry Ellis, CFP®

Investment Advisor

Irvin Leopez

Junior Trader

James Jedrziewski, LUTCF

Senior Investment Advisor

Janelle Sprague

Operations Manager

Jared Chase

Client Success Associate

Jasmine Napoles

Staff Accountant

Jason Odette, CFP®

Senior Investment Advisor

Joe Robertson, CRPS

Investment Advisor

John Chichester, CFP®, CPA, CGMA, PFS, AIF®

Senior Financial Planner

Kathleen Walsh Dulko, CPA

Senior Investment Advisor

Kathy O’Brien

Office Manager

Katrena Boujai, CDFA

Senior Financial Advisor

Keith Thieman

Investment Advisor

Ken Bauso, CFA, CFP®

Senior Investment Advisor

Kenneth Marriott, MD, CFP®

Investment Advisor

Lanie Amposta, CPA

Senior Corporate Accountant

Larry Koehler

Senior Advisor

Lita Keys

Administrative Assistant

Lydia Therien

Client Success Associate

Mae Camia

Client Success Associate

Marc Gagni, CIMA®

Senior Investment Advisor

Maria Hernandez

Client Success Associate

Marlon Gagni

Senior Investment Advisor

Michael Anthony

Senior Investment Advisor and Managing Partner

Mier Wang, CPWA

Founder & Chief Executive Officer

Mike Padilla

Investment Advisor

Mike Walsh

Senior Investment Advisor

Mishelle Shaffer

Insurance Agent

Misty Marlowe

Director of Operations - Wealth Management

Nick Crow, CFA

Chief Operating Officer

Ric Alfonso, CLTC

Head of Insurance

Rick Pucci

Senior Investment Advisor

Rick Walters

Investment Advisor

Sean Sun

President

Shanna Reed, AAMS, CDFA

Senior Investment Advisor

Shar Lugo

Bookkeeper

Shawna Larsh

Director of Operations - Platforms and Technology

Stacey Brooks

Investment Advisor

Stephanie Bawolek, CFP®

Senior Financial Planner

Tammy Wells

Client Services Associate

Tom Jacobs

Investment Advisor

Tom McGuire

Investment Advisor

Toni Solberg

Operations Manager