Skyeburst Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Daniel T Wilson

Daniel T Wilson

CFP®, ChFC®, CLU®

Private Wealth Advisor

Visit Daniel T Wilson's website
Jaime Barnes

Jaime Barnes

CFP®

Private Wealth Advisor

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Jacqueline Blau

Jacqueline Blau

CFP®, CLU®, ChFC®

Private Wealth Advisor

Visit Jacqueline Blau's website
Christine DelBrocco

Christine DelBrocco

CRPC®, APMA®

Financial Advisor

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Andrew Enright

Andrew Enright

CFP®, APMA®

Financial Advisor

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Alexander Kezer

Alexander Kezer

CFP®, CMFC®, APMA®

Financial Advisor

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Daniel J Marean

Daniel J Marean

MBA, CFA®

Private Wealth Advisor

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Kaitlyn OConnell

Kaitlyn OConnell

APMA®

Financial Advisor

Visit Kaitlyn OConnell's website
Paul Romano

Paul Romano

MBA, CLTC®, CRPC®, APMA®

Financial Advisor

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Mark Russo

Mark Russo

CRPC®, CLTC®

Private Wealth Advisor

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Jaclyn Stanley

Jaclyn Stanley

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jaclyn Stanley's website

Team

Meredith Berke

Meredith Berke

Client Service Specialist,

Marketing Specialist
Alexis Bouchard

Alexis Bouchard

Marketing Manager

Tyler Corcoran APMA<sup>®</sup>

Tyler Corcoran APMA®

Investment Specialist

Mary Costa MS-PFP, CFP<sup>®</sup>, APMA<sup>®</sup>

Mary Costa MS-PFP, CFP®, APMA®

Business Development Manager

Mary Incera

Mary Incera

Financial Planning Assistant

Leslie MacDonald

Leslie MacDonald

Client Service Specialist

Erin Moynihan

Erin Moynihan

Business Development Director,

Chief Operating Officer
Kevin Plodzik APMA<sup>®</sup>

Kevin Plodzik APMA®

Investment Specialist

Lucia Renda

Lucia Renda

Client Service Specialist

Emily Rome

Emily Rome

Business Development Manager

Jennifer Taber APMA<sup>®</sup>, CMFC<sup>®</sup>

Jennifer Taber APMA®, CMFC®

Investment Manager