Our advisors

Stephen Coffey

CFP®, CRPC, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Stephen Coffey Visit Stephen Coffey's website

Melissa Indelicato

CFP®, CMFC, ChFC®, CLTC®, CDFA®

Private Wealth Advisor

Learn more about Melissa Indelicato Visit Melissa Indelicato's website

Ashley Elizabeth Peters

CFP®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Ashley Elizabeth Peters Visit Ashley Elizabeth Peters's website


Our team

Amanda Santizo

Amanda Santizo

Business Development Manager,

Operations Manager

Roles & Responsibilities

  • New business processing
  • Account service & maintenance
  • Client appreciation & referral events
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John Coffey

Business Development Manager

Julie Amato

Operations Director

Pragya Yadav

Pragya Yadav

Client Service Specialist