Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Our advisors

Eric Kelman

Eric Kelman

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Eric Kelman
Massimo Magliari

Massimo Magliari

ChFC®, CFP®, CIMA®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Massimo Magliari
Diann J Slavinski

Diann J Slavinski

Financial Advisor

Learn more about Diann J Slavinski
Jon Yenney

Jon Yenney

CFP®, CRPC®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jon Yenney
Travis O'Connor

Travis O'Connor

Financial Advisor

Learn more about Travis O'Connor

Our team

Emily C. Moy

Emily C. Moy

Client Service Specialist,

Office Manager

Qualifications

  • 20 years of experience in the financial services industry, all with the Kelman and Magliari Advisory Group.

Roles & Responsibilities

  • Procures and processes forms and applications. Processes new account openings. Deposits incoming checks. Manages all ACAT transfers.
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Stephanie Brodof

Stephanie Brodof

Client Service Specialist,

Client Relationship Specialist

Qualifications

  • 25 years in the financial services industry; 8 years with the Kelman and Magliari Advisory Group. Series 7 and 66 licensed.

Roles & Responsibilities

  • Client service support. Client-advisor liason. Processes equity trades and internal/external money movement. Events coordinator. Supports social media and marketing efforts.
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Eileen Lynch

Eileen Lynch

Client Service Coordinator

Qualifications

  • 12 years of experience in the banking industry, 6 years with the Kelman and Magliari Advisory Group.

Roles & Responsibilities

  • Coordinates client meetings. Client Concierge. Operations Specialist. Deposits incoming checks.
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Michael Rodman

Michael Rodman

Client Service Specialist

Qualifications

  • 25 years of service in the financial services and insurance industry, 3 years with the Kelman and Magliari Advisory Group.

Roles & Responsibilities

  • Manages client meeting preparation. Contact Resource Manager subject matter expert. Internal technical resource.
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