Pio Costa & Associates

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Daniel Vidovich

Daniel Vidovich

APMA®

Financial Advisor

Senior Vice President of Pio Costa & Associates
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Kevin Scott

Kevin Scott

Financial Advisor

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Eugene Gallagher III

Eugene Gallagher III

CFP®, AAMS®, APMA®

Financial Advisor

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Frank Jaffe

Frank Jaffe

CFP®, APMA®

Financial Advisor

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Michelle Russotto

Michelle Russotto

CRPC®

Financial Advisor

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Nikolas Butkov

Nikolas Butkov

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
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Joanna Jervis

Joanna Jervis

Financial Advisor

Financial Planning Specialist
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James Kahrar

APMA®, CRPC®

Financial Advisor

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Team

Ashley Van Tassel

Ashley Van Tassel

Operations Manager

Oscar Osores

Oscar Osores

Financial Planning Specialist

Christopher Gibbs

Christopher Gibbs

Business Development Director

Alexander De Ring

Intern,

Marketing Consultant

Chris Regan

Financial Planning Assistant