The Team

Pell Wealth Partners

Our Advisors

Geri Pell

Geri Pell

Private Wealth Advisor

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Designations

CFP®, MBA, CDFA®

Top Areas of Focus

  • Family Finances
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies

Education

Masters of Business Administration, NYU - Leonard N. Stern School of Business, Bachelor of Science - Accounting, University at Albany, Albany, NY
CA Insurance #0D14712

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Anthony Rizzuto

Anthony Rizzuto

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

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

Education

BA, Clark University, 1988

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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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Ziyah Esbenshade

Ziyah Esbenshade

Private Wealth Advisor

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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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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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Julie Wendholt

Julie Wendholt

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families

Education

Masters in Music, Indiana University, 1991

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Our Staff

Joseph Domato, MS, CRPC<sup>®</sup>

Joseph Domato, MS, CRPC®

Financial Planning Specialist

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Roles & Responsibilities

  • Financial Planning Specialist for Ziyah Esbenshade
Kat Foley

Kat 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 at Pell Wealth Partners Highland Mills location for Doug Messina.
David Gillespie

David Gillespie

Client Service Manager

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Roles & Responsibilities

  • Client Service Manager for Julie Wendholt & Sheila Spicehandler
Martha Hood

Martha Hood

Executive Assistant

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Roles & Responsibilities

  • Executive Assistant for Geri E. Pell
Marianne Lauer

Marianne Lauer

Business Development Director

Chief Operating Officer
Carolina Palacios

Carolina Palacios

Client Service Manager

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Qualifications

  • Series 7– General Securities Representative
  • Series 63 – Uniform Securities Agent
  • Series 65 – Uniform Investment Adviser

Roles & Responsibilities

  • Client Services Manager for Anthony Rizzuto & Daniel Ahearn
Gina Petriccione

Gina Petriccione

Marketing Manager

Gloria Rizzuto

Gloria Rizzuto

Client Service Specialist

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Personal Intro

  • 2005 - Present, Pell Wealth Partners, Client Service Specialist
  • 1997 - 2005, American Express, Client Service Specialist
  • Proud grandmother to Sophia, Michael, Sabrina, and Paulie
David Van Osdol, CFP<sup>®</sup>

David Van Osdol, CFP®

Financial Planning Specialist

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Personal Intro

Financial Planning Specialist for Tony Rizzuto and Geri Pell.

Eileen Vargas

Eileen Vargas

Client Service Manager

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Roles & Responsibilities

  • Client Service Manager for Ziyah Esbenshade