Co-Founder, Financial Advisor bkille@pcgct.com With over 30 years of experience in the financial industry, Ben co-founded Private Capital Group in 2003 to better fulfill the needs of clients with a “Serve First” philosophy. Ben worked as the Regional Director of...
Read more William Rabbitt William T. Rabbitt, CFP®
Co-Founder, Financial Advisor brabbitt@pcgct.com As a founder of Private Capital Group, Bill specializes in comprehensive financial planning to include investment, retirement, estate, charitable, and business succession planning. His goal is to consolidate and coordinate... Read more Wendy Kelly Wendy Kelly
Operations and Office Manager wkelly@pcgct.com Wendy joined Private Capital Group, LLC at its start in 2003. Prior to joining the firm, Wendy spent three years at Lincoln Financial Advisors as the Investment Coordinator/Registered Principal. Wendy offers over 16 years of financial...
Read more Marc Austin Marc E. Austin, CFP®, CPA
Financial Advisor maustin@pcgct.com Marc joined PCG in May 2004 as an Investment Advisor Representative with PCG and a Registered Representative with NFP Advisor Services, LLC a Certified Public Accountant since 1987, Marc joined CIGNA financial Advisors (later to become... Read more Neil Hartzog Neil T. Hartzog, CFP®, CMFC®
Financial Advisor nhartzog@pcgct.com Joining PCG in 2005 as a Financial Advisor, Neil’s responsibilities soon expanded to support the team with the Wealth Management Software, compliance and supervisory responsibility. Currently, Neil is an Investment Advisor...
Read more Keith Wetjen Keith G. Wetjen, JD , CFP®
Financial Advisor kwetjen@pcgct.com Keith joined PCG after being a principal with APW Wealth Advisors. For over 17 years, Keith has been advising clients. Whether these clients are individuals, families or business owners Keith helps them realize their estate, retirement...
Read more Peter Pabich Peter C. Pabich, M.S., CFP®
Financial Advisor ppabich@pcgct.com Peter joined PCG after being a principal with APW Wealth Advisors. Peter’s background in finance and business lending, including experience with the day-to-day operations of the business owner, puts Peter in a unique position to...
Read more Marilyn Steinmetz Marilyn Steinmetz, CFP®
Financial Advisor msteinmetz@pcgct.com Marilyn joined PCG after running her own firm, Money Matters for over 32 years. There, Marilyn was a financial advisor to her clients and working to provide the highest quality of service. . With Marilyn joining the PCG team, we have...
Read more Amy Miller Amy Miller, CFP®, CDFA®
Financial Advisor amiller@pcgct.com Amy joined PCG in 2014 as a Financial Advisor. Amy works with a variety of clients by assisting them with organizing and committing to their financial goals. Amy has a special interest in helping women, especially women in transition... Read more Michael Rabbitt Michael Rabbitt
Financial Advisor mrabbitt@pcgct.com In 2018, Mike joined Private Capital Group LLC as a Financial Advisor after two and a half years at Merrill Lynch. Mike specializes in understanding a family’s unique financial situation and helping to identify a goals-based plan...
Read more Julie Lisischeff Julie Lisischeff
Client Services Associate Manager jlisischeff@pcgct.com A Philadelphia native, Julie came to PCG with a wealth of experience in marketing and implementation consulting. Having joined Private Capital Group in 2014, she enjoys putting her organizational and time management skills to work in...
Read more Maria Garcao Maria Garcao
Client Services Associate mgarcao@pcgct.com Maria joined Private Capital Group, from another financial planning firm, in 2018. She has a varied background in banking, insurance, event planning and marketing. After being a stay at home mom for over a decade, the financial...
Read more Kate Daly Kate Daly
Insurance Coordinator kdaly@pcgct.com Kate Daly: Insurance Coordinator Kate joined Private Capital Group, LLC in 2018 as the firm’s first Insurance Coordinator. Coming from 15 years of experience in the brokerage, home office and claims levels, she found Private...
Read more Samantha Powers Samantha Powers
Operations & Technology Coordinator spowers@pcgct.com Samantha joined Private Capital Group as the Receptionist/Administrative Assistant in 2016. PCG quickly realized that her love for all things organizational could be greatly utilized elsewhere and was shortly promoted to Operations...
Read more Danielle Chouinard Danielle Chouinard
Operations & Marketing Coordinator dchouinard@pcgct.com Danielle joined Private Capital Group LLC in 2018 while finishing her final semester at Central Connecticut State University. Upon graduating with a B.S. in Business Management, Danielle accepted a full-time position as our new...
Read more Danielle Bialoglowy Danielle Bialoglowy
Front Office Coordinator dbialoglowy@pcgct.com Danielle joined Private Capital Group after thirteen years as an Administrative Assistant with the National Insurance Crime Bureau. She specializes in customer service, and helps us maintain smooth day to day operations while...
Read more Credentialed professionals dedicated to help you meet your goals.
Our dedicated and experienced team of professionals is here to offer you guidance in developing your personalize Total Wealth Plan and ensure you get access to the comprehensive and responsive services you need.
News 
Market Data 
Discover 
