The Team

Pell Wealth Partners

Our Advisors

Anthony Rizzuto

Anthony Rizzuto

Financial Advisor

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Designations

CFP®, CLU®

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

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Designations

CFP®, CRPC®

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

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Designations

CFP®, ChFC®, 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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Douglas Messina

Douglas Messina

Financial Advisor

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Designations

CFP®, CRPC®, 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

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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

Financial Advisor

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Designations

APMA®

Top Areas of Focus

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

Education

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

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Michael Hirsch

Michael Hirsch

Financial Advisor

Our Staff

Martha Hood

Martha Hood

Executive Assistant

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Roles & Responsibilities

  • Executive Assistant for Geri E. Pell
Joseph Domato

Joseph Domato

Financial Planning Specialist

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Roles & Responsibilities

  • Financial Planning Specialist for Ziyah Esbenshade
Kathy Foley

Kathy Foley

Client Service Manager

Office Manager
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Qualifications

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

Roles & Responsibilities

  • Manage Client Service in Pell Wealth Partner's Highland Mills location for Doug Messina.
David Gillespie

David Gillespie

Client Service Manager

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Roles & Responsibilities

  • Client Service Manager for Sheila Spicehandler
Marianne Lauer

Marianne Lauer

Operations Director

Gina Petriccione

Gina Petriccione

Marketing Manager

Gloria Rizzuto

Gloria Rizzuto

Operations Specialist

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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

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Roles & Responsibilities

  • Client Service Manager for Ziyah Esbenshade