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Our Team

The Atrium Financial Group is composed of giving individuals committed to lifelong learning, who are role models at home, at work, and in their communities.

We work with coachable clients who share our values. Our Team specializes in creating financial freedom through multi-generational estate planning and income distribution strategies.

Our comprehensive, tax-efficient approach to finance integrates traditional financial planning with cutting edge behavioral finance.

The Atrium Financial Group is also proud to offer financial planning by and for women. Our practice includes two women who have earned the CERTIFIED FINANCIAL PLANNER™ professional designation, something that sets us apart.

Our interdependence allows us to remain committed to our clients, families, and community, giving us an unparalleled work life balance.

Michael P Mennella CFP®, CLU®, ChFC®, CLTC®

Partner and Wealth Management Advisor

William J. Newman CFP®, CLU®, ChFC®, CASL®, RICP®

Founder and Private Wealth Advisor

Jeremiah J Mackey CFP®, CLU®, ChFC®, CASL®, AEP®

Partner and Private Wealth Advisor

Elizabeth L Newman CFP®

Chief Operating Officer

Shannon M Hammond

Director of Operations

Kyle M Simmons CFP®

Private Wealth Advisor

Gregory Nelson Phillips

Private Wealth Advisor

Christine Limuti

Private Wealth Advisor

David Eidlitz ChFC®, CLU®

Private Wealth Advisor

Peter Vadney

Director of Planning

Rebecka Kelley

Director of Investment Operations and Services

Amanda S Zitwer

Director of Insurance Operations and Services

Sasha Kassoff

Planning Assistant

Mary B Hall

Investment and Planning Associate

Jennifer Garcia

Director of New Business

Sara Kinkaid

Insurance Operations Associate

Stephen Casavant

Investment Operations Associate

Jared Lloyd MacFarland

Retirement Plan Specialist

Aubrey Curran

Executive Assistant

Belinda Connolly

Executive Assistant

Affiliate Advisors

Through Northwestern Mutual, The Atrium Financial Group has access to a network of specialists locally and across the country. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Liana Bonavita

Financial Advisor