Our Story
Condon & Co Wealth Advisors’ mission is to provide you with personalized guidance, trusted expertise, and the highest standard of service. Leading our team is Matt Condon, a Certified Financial Planner™ with more than 23 years of experience in helping individuals and families build lasting financial strategies. Matt works with a seasoned team that includes CFP® professionals Kyle Anderson and Zuly Feliz, and Series 7-licensed advisors Kate Cunningham and Casey Sciortino—together offering over four decades of combined industry insight and client service excellence. Operations support is provided by Eric Vandiver, Chief of Staff; Trina Cassady, Manager, Insurance Operations; Casey Sciortino, Manager, Equity Operations; JT Lynch, Client Service Administration; Bradley teDuits, Client Service Administration; and Erin Marquardt.
The evolution of our brand reflects thoughtful planning and a desire to grow in a way that continues to prioritize your best interests. It comes after years of partnership, progress, and your continued trust—which we never take for granted.
Thank you for being such an integral part of our story! Our shared history is one of strong relationships, thoughtful planning, and meaningful progress. We are truly grateful for your trust.