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.



Our advisors

George Pittaoulis

CFP®, ChFC®, CLU®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about George Pittaoulis Visit George Pittaoulis's website

Brian Altmann

MBA, CFP®, ChFC®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Altmann Visit Brian Altmann's website

Christopher Bastos

MSFS, CFP®

Financial Advisor

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

Jason Schum

APMA

Financial Advisor

Learn more about Jason Schum Visit Jason Schum'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

Robert Esterman

ChFC®, CLTC®, CFS®, APMA, ChSNC®

Private Wealth Advisor

Learn more about Robert Esterman Visit Robert Esterman's website


Our team

Patricia Spadea

Patricia Spadea

Client Service Manager

Dana LaBella

Executive Assistant

Amy Peek-Berezin

Amy Peek-Berezin

Paraplanner

Christina Higgins

Christina Higgins

Client Service Coordinator

Susan Venafro

Susan Venafro

Client Service Coordinator

Mireille Hullings

Mireille Hullings

Paraplanner

Yichen Hua

Yichen Hua

Client Service Coordinator