Meet Our Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Meet Our Team

Partners

Luke T. Sotir, JD

Luke T. Sotir, JD

Managing Partner

lsotir@highlandfinancialgroup.com

Matthew Sotir

Matthew J. Sotir

Managing Partner

msotir@highlandfinancialgroup.com

Richard Webber

Richard Webber

Partner

rwebber@highlandfinancialgroup.com

Financial Professionals

Brad Aham

Brad Aham, CFA, CFP®, AIF®, CDFA

Financial Planner

baham@highlandfinancialgroup.com

Susan Barber

Susan R. Barber, MBA, RICP®, FLMI

Retirement Planning Specialist

sbarber@highlandfinancialgroup.com

Kevin Brosmith

Kevin Brosmith

Head of Advisor Engagement and Growth

kbrosmith@highlandfinancialgroup.com

Robert Caputo

Robert Caputo

Financial Advisor

rcaputo@highlandfinancialgroup.com

James Corrente

James R. Corrente, CLU

Financial Advisor

jcorrente@highlandfinancialgroup.com

Christian Crays

Christian Crays, CFP®, ChFC®

Financial Advisor

ccrays@highlandfinancialgroup.com

Jared Dessingue

Jared Dessingue

Financial Professional

jdessingue@highlandfinancialgroup.com

James Gagne

James E. Gagne

Retirement Plan Specialist

jgagne@highlandfinancialgroup.com

Tushar Gala

Tushar Gala

Financial Planner

tgala@highlandfinancialgroup.com

Michael Kalina

Michael Kalina

Financial Professional

michael.kalina@equitable.com

Katie McDonald

Katie McDonald

Financial Advisor

kmcdonald@highlandfinancialgroup.com

Matthew Meader

Matthew Meader

Financial Advisor

mmeader@highlandfinancialgroup.com

Melissa Morley

Melissa Morley, MBA

Financial Advisor

mmorley@highlandfinancialgroup.com

Herb Moyer

Herb Moyer, RICP®

Financial Professional

lhmoyer@highlandfinancialgroup.com

Craig Smith

Craig Smith

Financial Advisor

csmith@highlandfinancialgroup.com

Poonam Walia

Poonam Walia, CFP®

Financial Professional

Pwalia@highlandfinancialgroup.com

Donna Walsh

Donna L. Walsh, MBA, CRPC

Financial Professional

dwalsh@highlandfinancialgroup.com

Joseph Weiss

Joseph Weiss, CFA^®, FSCP^®

Financial Advisor

jweiss@highlandfinancialgroup.com

Kim Williams, CLU®

Kim Williams, CLU®

Financial Planner

kwilliams@highlandfinancialgroup.com

Paul Ziolkowski

Paul Ziolkowski

Financial Planning Consultant

pziolkowski@highlandfinancialgroup.com

Support Team

Selina Avelar Paolucci

Selina Avelar Paolucci

Director of Client Relations & Operations

spaolucci@highlandfinancialgroup.com

Jennifer Marshall

Jennifer Marshall

New Business Case Manager and Executive Assistant

jmarshall@highlandfinancialgroup.com

Amie Cabral

Amie Cabral

Administrative Assistant

amie.cabral@equitable.com

Kaleb Vilete

Kaleb Vilete

Producer Assistant & Client Service Specialist

kaleb.vilete@equitable.com