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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Planning Team

Lou Nistico , CFP®

Associate Wealth Management Advisor

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Tom Taylor

Director of Planning

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Investment Team

Luke Andriuk , CFA®

Director of Investments

Mobile 203-644-8298


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Relationship Management & Marketing Team

Laurie Trepel

Insurance Operations Associate

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Christy Charise

Chief Marketing Officer

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