Our advisors

Our team

Joseph Domato, MS, CRPC<sup>®</sup>

Joseph Domato, MS, CRPC®

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Specialist for Ziyah Esbenshade
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Kendall Egan

Marketing Manager

Kat Foley

Kat Foley

Client Service Manager,

Office Manager

Qualifications

  • Series 7 - General Securities Representative
  • Series 63 - Uniform Securities Agent

Roles & Responsibilities

  • Manage client service at Pell Wealth Partners Highland Mills location for Doug Messina.
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Martha Hood

Martha Hood

Executive Assistant

Roles & Responsibilities

  • Executive Assistant for Geri E. Pell
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Marianne Lauer

Marianne Lauer

Business Development Director,

Chief Operating Officer
Steve Livingston, CFP<sup>®</sup>, ChFC<sup>®</sup>

Steve Livingston, CFP®, ChFC®

Financial Planning Specialist

Carolina Palacios

Carolina Palacios

Client Service Manager

Qualifications

  • Series 7– General Securities Representative
  • Series 63 – Uniform Securities Agent
  • Series 65 – Uniform Investment Adviser

Roles & Responsibilities

  • Client Services Manager for Anthony Rizzuto & Daniel Ahearn
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Gina Petriccione

Gina Petriccione

Marketing Manager

Gloria Rizzuto

Gloria Rizzuto

Client Service Specialist

Personal Intro

  • 2005 - Present, Pell Wealth Partners, Client Service Specialist
  • 1997 - 2005, American Express, Client Service Specialist
  • Proud grandmother to Sophia, Michael, Sabrina, and Paulie
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David Van Osdol, CFP<sup>®</sup>

David Van Osdol, CFP®

Financial Planning Specialist

Personal Intro

Financial Planning Specialist for Tony Rizzuto and Geri Pell.

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Eileen Vargas

Eileen Vargas

Client Service Manager

Roles & Responsibilities

  • Client Service Manager for Ziyah Esbenshade
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