Peter Succoso is an investment advisor at Sherpa Capital Management with 26 years of industry experience. His prior roles include positions at Woodbury Financial Services and Hornor, Townsend & Kent, LLC. Outside of his advisory work, he serves as a board member for Hockessin Montessori School and is involved in executive coaching and strategic planning through Sherpa Consulting. Sherpa Capital Management is a registered investment adviser managing approximately $107.5 million for around 158 clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a buy-and-hold, passive investment strategy based on Modern Portfolio Theory, using no-load mutual funds, ETFs, and conservative fixed-income securities, with portfolio management delegated to a sub-advisor and supported by a multi-step financial planning process.

Lawrence Springer is a CFP® and ChFC® with 46 years of industry experience. He is currently the sole advisor at Sherpa Capital Management, having previously worked at Osaic Wealth, Inc. and Woodbury Financial Services, Inc. Outside of his advisory role, he serves as president of the UM Stewardship Foundation of Greater New Jersey and teaches as an adjunct instructor for the CFP certification program at Fairleigh Dickinson University. He is also a musician and chairs the board of a church. Sherpa Capital Management advises individuals, trusts, estates, corporations, and retirement plans, managing approximately $106 million in assets. The firm employs a passive, asset-class investment approach based on Modern Portfolio Theory, utilizing diversified, low-turnover portfolios primarily composed of no-load mutual funds, ETFs, and conservative fixed-income securities.