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Beacon Trust

Dawn M. Avallone, JD

Vice President
Trust Officer

Christopher Bromley

Associate Relationship Manager

Lauren Cecala

Assistant Vice President
Trust Officer

Caitlin DeGroat, FPQP™

Assistant Vice President
Relationship Manager

Adam Goldberg, CFP®, CPWA®

Vice President
Relationship Manager

Patricia A. Hall, CFP®

Managing Director
Wealth Strategist

Michael A. Holt, CFP®

Managing Director
Wealth Strategist

Marieta Ivkovic, CFP®

Assistant Vice President
Relationship Manager

Timothy Kazachkov, CFP®

Associate Relationship Manager

Charlotte Lan, CPA

Tax Analyst

Antonia Pancel-Cipric, JD

Vice President
Chief Fiduciary Officer

Melissa Raimundo, CFP®

Vice President 
Relationship Manager

Bhakti Shah, JD, CPA

Senior Vice President 
Tax Planning Manager

Zoie Silver, CFP®

Senior Vice President
Chief of Staff