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.


Our advisors

Advisor photo for Anthony DeAngelo

Anthony DeAngelo

APMA®

Private Wealth Advisor

Franchise Owner
Learn more about Anthony DeAngelo Visit Anthony DeAngelo's website
Advisor photo for Frank D'Erasmo Jr

Frank D'Erasmo Jr

APMA®

Financial Advisor

Managing Partner of Lionheart Wealth Management
Learn more about Frank D'Erasmo Jr Visit Frank D'Erasmo Jr's website
Advisor photo for Samuel Dicocco

Samuel Dicocco

APMA®, CRPC, CEPA®

Financial Advisor

Managing Partner of Lionheart Wealth Management
Learn more about Samuel Dicocco Visit Samuel Dicocco's website
Advisor photo for Shivam Mittal

Shivam Mittal

APMA®, CRPC

Financial Advisor

Managing Partner of Lionheart Wealth Management
Learn more about Shivam Mittal Visit Shivam Mittal's website
Advisor photo for Keith Woetzel

Keith Woetzel

Financial Advisor

Associate Vice President of Lionheart Wealth Management
Learn more about Keith Woetzel
Advisor photo for Brian Reiss

Brian Reiss

CFP®, CRPC, CMFC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Brian Reiss Visit Brian Reiss's website
Advisor photo for Jeremy Westaway

Jeremy Westaway

Financial Advisor

Investment Manager
Learn more about Jeremy Westaway Visit Jeremy Westaway's website
Advisor photo for Joseph Monteleone

Joseph Monteleone

CFA®

Financial Advisor

Investment Manager
Learn more about Joseph Monteleone Visit Joseph Monteleone's website
Advisor photo for Stephen J Croghan

Stephen J Croghan

MBA, CRPC, CLTC®

Private Wealth Advisor

Business Development Manager
Learn more about Stephen J Croghan Visit Stephen J Croghan's website


Our team

Aneta Szatkowski

Aneta Szatkowski

Executive Assistant

Ariane Moran

Ariane Moran

Operations Specialist

Suzanne Bodine

Suzanne Bodine

Administrative Assistant,

Client Relationship Specialist



Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.