In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Our advisors

Timothy M Burklow

Timothy M Burklow

ChFC®, CFS®

Private Wealth Advisor

Managing Partner of Mindful Wealth Management
Learn more about Timothy M Burklow Visit Timothy M Burklow's website
Matthew R Rotella

Matthew R Rotella

CFP®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew R Rotella Visit Matthew R Rotella's website
Llnon Slossberg-North

Llnon Slossberg-North

Private Wealth Advisor

Managing Partner of Mindful Wealth Management
Learn more about Llnon Slossberg-North Visit Llnon Slossberg-North's website
Jill Williams

Jill Williams

CFP®, CASL®, ChFC®, APMA®, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jill Williams Visit Jill Williams's website
William Lewis

William Lewis

CFP®

Private Wealth Advisor

Learn more about William Lewis Visit William Lewis's website
Christopher M Rotella

Christopher M Rotella

MBA, CRPC®, ChFC®, CLU®

Private Wealth Advisor

Chartered Life Underwriter
Learn more about Christopher M Rotella Visit Christopher M Rotella's website
Curtis White

Curtis White

Financial Advisor

Learn more about Curtis White Visit Curtis White's website
John Nasisi

John Nasisi

Financial Advisor

Learn more about John Nasisi Visit John Nasisi's website
Alexander Carr

Alexander Carr

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Alexander Carr Visit Alexander Carr's website
Benjamin Burklow

Benjamin Burklow

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Benjamin Burklow Visit Benjamin Burklow's website
Rick Vanderpool

Rick Vanderpool

CRPC®, CAS©

Financial Advisor

Learn more about Rick Vanderpool Visit Rick Vanderpool's website
Morgan Burklow

Morgan Burklow

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Morgan Burklow Visit Morgan Burklow's website

Our team

David Vanderpyl

David Vanderpyl

Financial Planning Analyst

Alexander Silverstein

Alexander Silverstein

Financial Planning Analyst

Ruth Occhipinti

Ruth Occhipinti

Office Manager

Maria Machado

Maria Machado

Client Concierge

Roles & Responsibilities

  • Setting client appointments
  • Assisting with client questions and concerns
  • Making sure meeting and appointments run smoothly and efficiently
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Natalie Ydo

Natalie Ydo

Client Concierge

Karen Gallione

Karen Gallione

Client Relationship Manager

Kelley Trilling

Kelley Trilling

Business Development Manager