The Team
Pell Wealth Partners

At Pell Wealth Partners we believe that every individual can prosper in ways they never imagined possible. Prosperity can be defined as the state of flourishing, thriving and good fortune; however, we believe that though prosperity encompasses wealth, it also includes other factors such as happiness, health, and your lasting legacy. Prosperity is about much more than your finances, it's about creating sustainability in line with your personal goals and values for this generation and beyond.

Talk to us one-on-one about what your vision of a prosperous future might look like. We can help you pursue it.

Our Advisors

Anthony Rizzuto

Anthony Rizzuto

Financial Advisor

More about me...

Contact

anthony.f.rizzuto@ampf.com

914.417.3243

Designations

CFP®, CLU®, APMA®

Top Areas of Focus

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

BA, Clark University, 1988

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Ziyah Esbenshade

Ziyah Esbenshade

Financial Advisor

More about me...

Contact

ziyah.r.esbenshade@ampf.com

914.253.8800

Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

Education

Bachelor of Arts - Political Science & English, University of Vermont, 1994

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Steven Livingston

Steven Livingston

Financial Advisor

More about me...

Contact

steve.x.livingston@ampf.com

914.269.6725

Designations

CFP®, ChFC®, CFS®, LUTCF

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

Bachelor of Arts - Psychology, Dickinson College, 1969
CA Insurance #0K63871

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Katherine McGinn

Katherine McGinn

Financial Advisor

More about me...

Contact

katherine.mcginn@ampf.com

914.253.8800

Designations

CFA

Top Areas of Focus

  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Intergenerational Planning

Education

BA Environmental Studies & Economics - Bard College, 2009

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Douglas Messina

Douglas Messina

Financial Advisor

More about me...

Contact

douglas.messina@ampf.com

845.241.8300

Designations

CRPC®, CFP®, APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies

Education

BS, Marketing with a minor in Economics, Fordham University, Bronx, NY
CA Insurance #0K84678

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Sheila Spicehandler

Sheila Spicehandler

Financial Advisor

More about me...

Contact

sheila.spicehandler@ampf.com

914.253.8800

Designations

CRPS®, MBA, APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies

Education

MBA, Wharton School of Business, BS Economics, Wharton School University of Pennsylvania, Cum Laude

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Daniel Ahearn

Daniel Ahearn

Associate Financial Advisor

More about me...

Contact

daniel.ahearn@ampf.com

914.253.8800

Top Areas of Focus

  • Saving for Education
  • Sustainable and Responsible Investing
  • Investment Management

Education

University of Delaware, 2009, Bachelors of Science in Finance, Minor Internation Business

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Michael Hirsch

Michael Hirsch

Financial Advisor

Our Staff

Iris Bakker

Iris Bakker

Client Service Manager
More about me...

Contact

iris.bakker@ampf.com

914.417.3241

Qualifications

  • 2009 - Present, Client Service Coordinator, Ameriprise Financial Services, Inc.
  • 2008 - 2009, Citibank
  • 2005 - 2009, Alliance Bernstein
  • Mom of Two, Grandmother to Six
Christine Cord

Christine Cord

Executive Assistant
Joseph Domato

Joseph Domato

Paraplanner
Dahiana Candrea

Dahiana Candrea

Client Service Specialist
More about me...

Contact

dahiana.candrea@ampf.com

914.269.6729

Roles & Responsibilities

  • Client Service Manager for Katherine McGinn
Kathy Foley

Kathy Foley

Client Service Manager
Office Manager
More about me...

Contact

kathleen.a.foley@ampf.com

845.241.3800

Qualifications

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

Roles & Responsibilities

  • Manage Client Service in Pell Wealth Partner's Highland Mills location.
Marianne Lauer

Marianne Lauer

Operations Manager
Gina Petriccione

Gina Petriccione

Marketing Manager
Gloria Rizzuto

Gloria Rizzuto

Operations Specialist
More about me...

Contact

gloria.x.rizzuto@ampf.com

914.269.6707

Qualifications

  • 2005 - Present, Pell Wealth Partners
  • 1997 - 2005 American Express - Client Service Specialist
  • Proud Grandmother to Sophia, Michael, Sabrina and Paulie
Eileen Vargas

Eileen Vargas

Client Service Manager
More about me...

Contact

eileen.vargas@ampf.com

914.417.3245

Roles & Responsibilities

  • Client Service Manager for Ziyah Esbenshade