The Team

Tidemark Financial

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Jonathan J DiRico

Jonathan J DiRico

Financial Advisor

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Top Areas of Focus

  • Intergenerational Planning
  • Retirement Income Strategies
  • Investments

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Our Staff

Michelle Meegan

Michelle Meegan

Client Service Manager

Bianca Murack

Bianca Murack

Client Relationship Manager

Libby Engel

Libby Engel

Business Development Manager