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.


Our advisors

Advisor photo for Louis Sanchez Jr

Louis Sanchez Jr

BFA, CRPC, APMA®, AIF®, AWMA®, CEPA®

Private Wealth Advisor

Managing Partner of Financial Care Partners
Learn more about Louis Sanchez Jr Visit Louis Sanchez Jr's website
Advisor photo for Frank Mindicino

Frank Mindicino

CFP®, APMA®, CEPA®

Financial Advisor

Learn more about Frank Mindicino Visit Frank Mindicino's website
Advisor photo for Michael Krisuk

Michael Krisuk

CRPC, AWMA®, APMA®

Financial Advisor

Learn more about Michael Krisuk Visit Michael Krisuk's website
Advisor photo for Mark D Mahoney

Mark D Mahoney

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Mark D Mahoney Visit Mark D Mahoney's website
Advisor photo for Cynthia Shively

Cynthia Shively

CFP®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Cynthia Shively Visit Cynthia Shively's website
Advisor photo for Michael Bruno

Michael Bruno

CRPC, APMA®

Financial Advisor

Registered Principal Delegate
Learn more about Michael Bruno Visit Michael Bruno's website
Advisor photo for Alex Ferry

Alex Ferry

Associate Financial Advisor

Learn more about Alex Ferry Visit Alex Ferry's website
Advisor photo for Bill Fry

Bill Fry

APMA®

Financial Advisor

Learn more about Bill Fry Visit Bill Fry's website
Advisor photo for Patrick McFall

Patrick McFall

Associate Financial Advisor

Learn more about Patrick McFall Visit Patrick McFall's website
Advisor photo for Douglas Nola

Douglas Nola

APMA®

Financial Advisor

Learn more about Douglas Nola Visit Douglas Nola's website
Advisor photo for David Rider

David Rider

CFP®

Financial Advisor

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

Jonathan Zepp

APMA®

Financial Advisor

Learn more about Jonathan Zepp Visit Jonathan Zepp's website
Advisor photo for Joseph Trani

Joseph Trani

APMA®

Financial Advisor

Learn more about Joseph Trani Visit Joseph Trani's website


Our team

Andrew Williamson

Andrew Williamson

Operations Manager,

Chief Operating Officer of Financial Care Partners

Qualifications

  • MBA

View more
Cheryl Dellamedaglia

Cheryl Dellamedaglia

Office Manager

Linda Doutt

Executive Assistant

Diana Kerr

Executive Assistant

William Mahan

William Mahan

Client Relationship Manager

Mary Mahoney

Client Service Specialist

Debra Noel

Debra Noel

Office Manager

Stephanie Russo

Client Concierge