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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Relationship Management Team

Christy Charise

Chief Marketing Officer

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Lou Nistico

Associate Wealth Management Advisor

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Jeremy Davis

Client Service Associate

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Planning Team

John Leifels

Director of Financial Planning

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Chris Thomas

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Investment Services Team

McKenna Farole

Client Service Associate

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Insurance Services Team

Donna Aekins

Director of Operations

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