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.


C E Terry Di Sabatino

C E Terry Di Sabatino

Private Wealth Advisor

Visit C E Terry Di Sabatino's website
Dylan Amoroso

Dylan Amoroso

Financial Advisor

Visit Dylan Amoroso's website


Catherine McDonnell

Catherine McDonnell

Operations Director,

Administrative Assistant


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