8119 7th Avenue
Financial Paraplanner Qualified Professional™️
Angela joined the firm in 1985. Her responsibilities include preparation of client reports, and general support of planner/advisor activities.
Director of Client Services
Eileen joined the firm in 2000. Eileen's exceptional professional experience, welcoming personality, and dedication to client service, makes her a valuable asset to our clients. Her priority is to help ensure that you continue to have...
Certified Financial Planner® Professional
Ron Palastro, CFP® has navigated his career to bring the highest level of financial knowledge to clients since 1985. Ron believes that effective wealth management requires an understanding of how finances and life are...