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 Operating Officer

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Lou Nistico

Associate Wealth Management Advisor

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Holly Boland

Executive Assistant

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Jeremy Davis

Client Service Associate

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Planning Team

Natalia Faryna

Financial Planning Associate

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John Leifels

Financial Planning Associate

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Chris Thomas

Financial Planning Associate

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Investment Services Team

McKenna Farole

Client Service 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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