With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Louis Sanchez Jr

CRPC, APMA, AIF®, BFA, AWMA℠

Private Wealth Advisor

Managing Partner of Financial Care Partners
Learn more about Louis Sanchez Jr Visit Louis Sanchez Jr's website

Frank Mindicino

CFP®

Financial Advisor

Learn more about Frank Mindicino Visit Frank Mindicino's website

Mark D Mahoney

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark D Mahoney Visit Mark D Mahoney's website

Patrick McFall

Associate Financial Advisor

Learn more about Patrick McFall Visit Patrick McFall's website

Douglas Nola

APMA

Financial Advisor

Learn more about Douglas Nola Visit Douglas Nola's website

David Rider

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about David Rider Visit David Rider's website

Cynthia Shively

CFP®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Cynthia Shively Visit Cynthia Shively's website

Joseph Trani

APMA

Financial Advisor

Learn more about Joseph Trani Visit Joseph Trani's website

Jonathan Zepp

APMA

Financial Advisor

Learn more about Jonathan Zepp Visit Jonathan Zepp's website


Our team

Cheryl Dellamedaglia

Cheryl Dellamedaglia

Office Manager

Janice Ressler

Janice Ressler

Client Concierge

William Mahan

William Mahan

Client Relationship Manager

Judy Mindicino

Judy Mindicino

Administrative Assistant

Mary Mahoney

Client Service Specialist

Jessica Sebolt

Administrative Assistant

Andrew Williamson

Practice Manager

Qualifications

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