Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Matthew R Rotella

Matthew R Rotella

CFP®, CKA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Matthew R Rotella Visit Matthew R Rotella's website
Advisor photo for Timothy Burklow Sr

Timothy Burklow Sr

ChFC®, CFS®

Private Wealth Advisor

Managing Partner of Mindful Wealth Management
Learn more about Timothy Burklow Sr Visit Timothy Burklow Sr's website
Advisor photo for 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
Advisor photo for William Lewis

William Lewis

CFP®

Private Wealth Advisor

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

Christopher M Rotella

MBA, CRPC, ChFC®, CLU®, CDFA®

Private Wealth Advisor

Chartered Life Underwriter®
Learn more about Christopher M Rotella Visit Christopher M Rotella's website
Advisor photo for John Nasisi

John Nasisi

CRPC

Financial Advisor

Learn more about John Nasisi Visit John Nasisi's website
Advisor photo for Tim Burklow Jr

Tim Burklow Jr

ChFC®

Financial Advisor

Learn more about Tim Burklow Jr Visit Tim Burklow Jr's website
Advisor photo for John Occhipinti

John Occhipinti

MBA, ChFC®

Financial Advisor

Learn more about John Occhipinti Visit John Occhipinti's website
Advisor photo for Jessica E Palatucci

Jessica E Palatucci

CRPC

Private Wealth Advisor

Learn more about Jessica E Palatucci Visit Jessica E Palatucci's website
Advisor photo for Jason Burklow

Jason Burklow

Associate Financial Advisor

Learn more about Jason Burklow Visit Jason Burklow's website
Advisor photo for Kelley Trilling

Kelley Trilling

MBA

Associate Financial Advisor

Learn more about Kelley Trilling Visit Kelley Trilling's website


Our team

Ruth Occhipinti

Ruth Occhipinti

Office Manager,

Business Development Specialist

Personal Intro

Ruth services our Riverdale office

Roles & Responsibilities

  • Office Management
  • Data Gathering & Data Entry
  • Practice Workflow & Efficiencies
  • Case Management
  • Money Movement & Transactions
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Maria Machado

Maria Machado

Administrative Assistant,

Client Concierge

Personal Intro

Maria services our Riverdale Team

Roles & Responsibilities

  • Client Service
  • Scheduling
  • Meeting Prep and Follow-Up
  • Business Processing & Submission
  • Social Media and Website Management
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Natalie Ydo

Natalie Ydo

Administrative Assistant,

Client Concierge

Personal Intro

Natalie services our Riverdale Team

Roles & Responsibilities

  • Client Service
  • Business Processing & Submission
  • Meeting Prep and Follow -Up
  • Scheduling
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Alexander Silverstein

Alexander Silverstein

Financial Planning Specialist

Personal Intro

Alex services our Riverdale team

Roles & Responsibilities

  • Tax Planning Strategies
  • Meeting Prep and Follow up
  • Data Gathering & Data Entry
  • Investment Research
  • Financial Planning Analysis
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Karen Gallione

Karen Gallione

Client Relationship Manager

Personal Intro

Karen services our Montclair office

Roles & Responsibilities

  • Client Service
  • Scheduling
  • Meeting Prep and Follow -Up
  • Business Processing & Submission
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Jillian North

Jillian North

Financial Planning Specialist

Personal Intro

Jillian services our Montclair Team

Roles & Responsibilities

  • Financial Planning Analysis
  • Investment Research
  • Data Gathering & Data Entry
  • Meeting Prep and Follow up
  • Tax Planning Strategies
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