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 Founder

Justin Charise , CFP®

Founding Partner

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Relationship Management & Planning Team

Christy Charise

Chief Marketing Officer

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Lou Nistico

Associate Wealth Management Advisor

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John Leifels

Director of Financial Planning

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Laurie Trepel

Executive Assistant

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