Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for GenFocus Wealth Advisors
Team photo for GenFocus Wealth Advisors

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Our advisors

Advisor photo for George Pittaoulis

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
Advisor photo for Brian Altmann

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
Advisor photo for Nick Fish

Nick Fish

CFP®, MSFP

Private Wealth Advisor

Managing Partner of GenFocus Wealth Advisors
Learn more about Nick Fish Visit Nick Fish's website
Advisor photo for Robert Esterman

Robert Esterman

ChFC®, CLTC®, CFS®, APMA®, ChSNC®

Private Wealth Advisor

Learn more about Robert Esterman Visit Robert Esterman's website
Advisor photo for Peter Palazzo

Peter Palazzo

CFP®, MS, MPAS, AWMA®, APMA®

Financial Advisor

Learn more about Peter Palazzo Visit Peter Palazzo's website
Advisor photo for Jason Grosso

Jason Grosso

CFP®

Financial Advisor

Learn more about Jason Grosso Visit Jason Grosso's website
Advisor photo for Christopher Bastos

Christopher Bastos

MSFS, CFP®

Financial Advisor

Financial Planning Specialist
Learn more about Christopher Bastos Visit Christopher Bastos's website
Advisor photo for Spencer Markoe

Spencer Markoe

CFP®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Spencer Markoe Visit Spencer Markoe's website
Advisor photo for Michael R Magee

Michael R Magee

CFP®, CRPC

Financial Advisor

Learn more about Michael R Magee Visit Michael R Magee'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

Joanna Nixon

Joanna Nixon

Executive Assistant

Kristi Panaro

Kristi Panaro

Administrative Assistant

Kimberly Niederman

Kimberly Niederman

Marketing Specialist

Aubrey Anderson

Aubrey Anderson

Administrative Assistant