Meet Our Team

Meet Our Team

Our team will work tirelessly to simplify your financial life. Please don't hesitate to call us if we can be of assistance.

 

Our Partners

Justin Charise , CFP®

Founding Partner

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Alfred Schor

Founding Partner

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Mitch Janoff

Partner

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Relationship Management Team

Christy Charise

Chief Operating Officer

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Lou Nistico

Associate Wealth Management Advisor

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Chris Thomas

Director of Client Relations

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Planning Team

Natalia Faryna

Director of Financial Planning

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John Leifels

Financial Planning Associate

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Ahmed Iqbal

Financial Planning Analyst

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Investment Services Team

Maria Palomino

Investment Operations Associate

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Insurance Services Team

Jess Murphy

Insurance Operations Associate

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Donna Aekins

Director of Operations

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