Our Team

Marc Hertzberg J.D., CPA, CFA

President

mhertzberg@wbhadvisory.com

Bob Willen CFA

Senior Wealth Advisor

rwillen@wbhadvisory.com

Ben Waller CFA, CFP®

Senior Wealth Advisor

bwaller@wbhadvisory.com

Carrie Beren CFP®

Senior Wealth Advisor

cberen@wbhadvisory.com

Jake Mason CFP®

Senior Wealth Advisor

jmason@wbhadvisory.com

John Ciccarone

Wealth Advisor

jciccarone@wbhadvisory.com

Jack Ramey MBA, CFP®

Wealth Advisor

jramey@wbhadvisory.com

Joel Hosner APMA™

Associate Wealth Advisor

jhosner@wbhadvisory.com

Conor Renn

Portfolio Analyst, Trader

conorrenn@wbhadvisory.com

Charlie Kenny

Associate Wealth Advisor

ckenny@wbhadvisory.com

Jeffrey Royce CIMA®

Director of Operations

jroyce@wbhadvisory.com

Anne Heyman

Office Manager

aheyman@wbhadvisory.com

Thip Enzler

Senior Operations Associate

tenzler@wbhadvisory.com

Greg Bitz CFP®, CHFC®

Senior Wealth Advisor

gbitz@wbhadvisory.com