Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Caruana, Gellasch, and Associates
Team photo for Caruana, Gellasch, and Associates

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Our advisors

Advisor photo for Anthony Caruana

Anthony Caruana

Financial Advisor

Senior Vice President of Caruana, Gellasch, and Associates
Learn more about Anthony Caruana Visit Anthony Caruana's website
Advisor photo for John Gellasch

John Gellasch

Financial Advisor

Senior Vice President of Caruana, Gellasch, and Associates
Learn more about John Gellasch Visit John Gellasch's website
Advisor photo for William Fay

William Fay

Financial Advisor

Senior Vice President of Caruana, Gellasch, and Associates
Learn more about William Fay Visit William Fay's website

Douglas C Osborn

JD, MBA

Financial Advisor

Senior Vice President of Caruana, Gellasch, and Associates
Learn more about Douglas C Osborn Visit Douglas C Osborn's website
Advisor photo for Kenneth Osler

Kenneth Osler

Financial Advisor

Senior Vice President of Caruana, Gellasch, and Associates
Learn more about Kenneth Osler Visit Kenneth Osler's website


Our team

Erin Hipwood

Erin Hipwood

Receptionist

Laurie Jackson

Laurie Jackson

Paraplanner,

Practice Manager

Diane Stefanick

Paraplanner,

Assistant