Pell Wealth Partners

At Pell Wealth Partners, we provide financial wisdom and help guide our clients through life’s complicated decisions as they work towards sustainable prosperity, multigenerational wealth and peace of mind.

It is our mission that these decisions do not need to be made alone.


Advisors

Daniel Ahearn

Daniel Ahearn

APMA®

Financial Advisor

Vice President of Pell Wealth Partners
Visit Daniel Ahearn's website
Ziyah Esbenshade

Ziyah Esbenshade

CFP®, CRPC®, APMA®

Private Wealth Advisor

Senior Vice President of Pell Wealth Partners
Visit Ziyah Esbenshade's website
Douglas Messina

Douglas Messina

CFP®, CRPC®, APMA®

Financial Advisor

Senior Vice President of Pell Wealth Partners
Visit Douglas Messina's website
Anthony Rizzuto

Anthony Rizzuto

CFP®, CLU®, APMA®

Financial Advisor

President of Pell Wealth Partners
Visit Anthony Rizzuto's website
Julie Wendholt

Julie Wendholt

APMA®

Financial Advisor

Vice President of Pell Wealth Partners
Visit Julie Wendholt's website

Team

Martha Hood

Martha Hood

Executive Assistant

Roles & Responsibilities

  • Executive Assistant for Geri E. Pell
  • Assist with booking client meetings for Julie Wendholt
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Kelly Doherty

Kelly Doherty

Business Development Manager

Joseph Domato, MS, CRPC<sup>®</sup>

Joseph Domato, MS, CRPC®

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Specialist for Ziyah Esbenshade
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Kat Foley

Kat Foley

Practice Manager

Qualifications

  • Series 7 - General Securities Representative
  • Series 63 - Uniform Securities Agent

Roles & Responsibilities

  • Assist Private Wealth Advisor, Ziyah Esbenshade and her clients with their client service needs
  • Practice Manager for the Pell Wealth Partners team
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Marianne Lauer

Marianne Lauer

Business Development Director,

Chief Operating Officer

Stephan Lauer

Investment Specialist,

Paraplanner
Steve Livingston, CFP<sup>®</sup>, ChFC<sup>®</sup>

Steve Livingston, CFP®, ChFC®

Financial Planning Specialist

Gloria Rizzuto

Gloria Rizzuto

Client Service Specialist

Personal Intro

  • 2005 - Present, Pell Wealth Partners, Client Service Specialist
  • 1997 - 2005, American Express, Client Service Specialist
  • Proud grandmother to Sophia, Michael, Sabrina, and Paulie
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Gina Petriccione

Gina Petriccione

Marketing Manager

Lisa Pickering

Lisa Pickering

Client Service Manager,

Paraplanner
Eileen Vargas

Eileen Vargas

Client Service Manager

Roles & Responsibilities

  • Client Service Manager for Daniel Ahearn, Anthony Rizzuto and Julie Wendholt
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