The Team

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

C E Terry Di Sabatino III

C E Terry Di Sabatino III

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

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Kevin O'Hanlon

Kevin O'Hanlon

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning

Education

B.S. Economics, University of Delaware, Newark, DE

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Our Staff

Catherine McDonnell

Catherine McDonnell

Office Manager

Administrative Assistant
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Qualifications

  • B.S. in Organizational Leadership from Neumann University.

Tyler Wing

Intern

Joseph Mullen

Intern