Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

George Pittaoulis

CFP®, ChFC®, CLU®, APMA

Private Wealth Advisor

Managing Partner of GenFocus Wealth Advisors
Learn more about George Pittaoulis Visit George Pittaoulis's website

Brian Altmann

MBA, CFP®, ChFC®, CRPC

Private Wealth Advisor

Managing Partner of GenFocus Wealth Advisors
Learn more about Brian Altmann Visit Brian Altmann's website

Nick Fish

CFP®, MSFP

Private Wealth Advisor

Managing Partner of GenFocus Wealth Advisors
Learn more about Nick Fish Visit Nick Fish's website

Robert Esterman

ChFC®, CLTC®, CFS®, APMA, ChSNC®

Private Wealth Advisor

Learn more about Robert Esterman Visit Robert Esterman's website

Larry R Schneider

CFP®, ChFC®, JD

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Larry R Schneider Visit Larry R Schneider's website

Peter Palazzo

CFP®, MS, MPAS, AWMA, APMA

Financial Advisor

Learn more about Peter Palazzo Visit Peter Palazzo's website

Jason Grosso

CFP®

Financial Advisor

Learn more about Jason Grosso Visit Jason Grosso's website

Christopher Bastos

MSFS, CFP®

Financial Advisor

Financial Planning Specialist
Learn more about Christopher Bastos Visit Christopher Bastos's website

Spencer Markoe

CFP®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Spencer Markoe Visit Spencer Markoe's website


Our team

Patricia Spadea

Patricia Spadea

Client Service Manager

Amy Peek-Berezin

Amy Peek-Berezin

Paraplanner

Susan Venafro

Susan Venafro

Client Service Coordinator

Mireille Hullings

Mireille Hullings

Paraplanner

Yichen Hua

Yichen Hua

Client Service Coordinator

Sean Hullings

Sean Hullings

Marketing Specialist

Nicole Jaruszewski

Nicole Jaruszewski

Client Service Coordinator

Michael Bookman

Michael Bookman

Operations Manager

Joanna Nixon

Joanna Nixon

Executive Assistant

Kristi Panaro

Kristi Panaro

Administrative Assistant