Peter L. Maltin, CRPC®
For 13 years, prior to forming his own practice in 2012, Peter was a First Vice President/Wealth Management Advisor at Merrill Lynch's World Financial Center headquarters’ office in New York City. Before his financial advisory career, he was the sole proprietor in a sports cards and memorabilia business. Peter lives in Ridgewood, New Jersey with his wife, Sara and their 3 children. He maintains a vacation property in Sandy, UT. In his spare time, he enjoys skiing, attending Ranger and Yankee games, cooking, collecting wine, and traveling.
William M. Scholz
Wealth Management Advisor
Client Administrative Manager
After graduating with a degree in Business Administration, Bill joined RBC Wealth Management in 2007 working as an Operations Associate in support of 80 advisors. In 2011, he advanced to Merrill Lynch as a Senior Operations Specialist with a concentration in asset transition and client account maintenance. Bill lives in Jefferson, NJ with his wife Stacey and their 2 children. In his spare time, he enjoys golf, basketball, and traveling.
G. Zachary Brown, CFP®
Director of Financial Planning
Zach is a Certified Financial Planner™. He previously worked at Ernst and Young as well as Janney Montgomery Scott within the financial planning department before joining Maltin Wealth. Zach currently resides in Philadelphia, Pennsylvania. In his free time, he enjoys going to the shore, boating, and watching the Philadelphia Eagles and Sixers.
Sergio D. Rodriguez, CFP®
Sergio is a Certified Financial Planner™. He previously worked at Cornerstone Advisors Asset Management as well as Vanguard within their Flagship services department before joining Maltin Wealth. Sergio currently resides in Allentown, Pennsylvania. In his free time, he can be found playing basketball, playing chess, watching the NY Giants, and traveling. His favorite place to travel is to the Dominican Republic.
Michelle A. Chiacchio
Client Service Manager
After graduating with a degree in Business Administration, Michelle joined JPMorgan Chase as a licensed personal banker. In 2018, she transitioned to a Client Service Manager role for a Wealth Management company. Michelle lives in central NJ with her husband and 2 daughters. In her spare time, you will find her exercising, visiting local wineries and traveling with her family.