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

Advisor photo for George Pittaoulis

George Pittaoulis

CFP®, ChFC®, CLU®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about George Pittaoulis Visit George Pittaoulis's website
Advisor photo for Brian Altmann

Brian Altmann

MBA, CFP®, ChFC®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Altmann Visit Brian Altmann's website
Advisor photo for Christopher Bastos

Christopher Bastos

MSFS

Financial Advisor

Financial Planning Specialist
Learn more about Christopher Bastos Visit Christopher Bastos's website
Advisor photo for Jason Schum

Jason Schum

APMA

Financial Advisor

Learn more about Jason Schum Visit Jason Schum's website
Advisor photo for Larry R Schneider

Larry R Schneider

CFP®, ChFC®, JD

Financial Advisor

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


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