The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

C E Terry Di Sabatino III

C E Terry Di Sabatino III

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

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Dylan Amoroso

Dylan Amoroso

Financial Advisor

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Designations

CFP®, ChFC®

Top Areas of Focus

  • Tax Planning Strategies
  • Investments
  • Cash Flow Management Strategies

Education

B.A. Economics, University of Maryland, College Park

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Our Staff

Catherine McDonnell

Catherine McDonnell

Operations Director

Administrative Assistant
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Qualifications

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

Tyler Wing

Intern