The Team

Our Advisors

Michael A Gioia

Michael A Gioia

Private Wealth Advisor

More about me...

Designations

CFP®, ChFC®, RICP®

Top Areas of Focus

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

Education

Bachelor of Science, West Chester University, 1995

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Our Staff

Liana Bauerle

Liana Bauerle

Client Service Manager

Caroline B Gioia

Caroline B Gioia

Paraplanner

Lisa McGrory

Lisa McGrory

Client Service Coordinator

Ruki Pitawala

Ruki Pitawala

Business Development Manager