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

Anthony DeAngelo

APMA

Financial Advisor

Franchise Owner
Learn more about Anthony DeAngelo Visit Anthony DeAngelo's website

Frank D'Erasmo Jr

APMA

Financial Advisor

Vice President of Lionheart Wealth Management
Learn more about Frank D'Erasmo Jr Visit Frank D'Erasmo Jr's website

Samuel Dicocco

Financial Advisor

Vice President of Lionheart Wealth Management
Learn more about Samuel Dicocco Visit Samuel Dicocco's website

Shivam Mittal

APMA, CRPC

Financial Advisor

Vice President of Lionheart Wealth Management
Learn more about Shivam Mittal Visit Shivam Mittal's website

Keith Woetzel

Financial Advisor

Associate Vice President of Lionheart Wealth Management
Learn more about Keith Woetzel Visit Keith Woetzel's website


Our team

Aneta Szatkowski

Aneta Szatkowski

Executive Assistant

Michael Minogue

Client Service Specialist

Ariane Moran

Ariane Moran

Operations Specialist




Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.