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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 three 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

Kyle M Simmons CFP®

Private Wealth Advisor

Sherry Finkel Murphy CFP®, ChFC®, RICP®

Private Wealth Advisor

Gregory Nelson Phillips

Private Wealth Advisor

Julia Pitkin Shantz CFP®, CAP®, RICP®, ChSNC®, MBA

Private Wealth Advisor

Shannon M Hammond

Director of Planning Services

Sara Kinkaid

Director of Insurance Operations and Services

Amanda S Zitwer

Director of Marketing

Peter Vadney

Planning Associate

Jennifer Garcia

Director of New Business

Sasha Kassoff

Planning Assistant

Rebecka Kelley

Director of Investment Operations and Services

Brian Nolte

Operations Assistant