At Pell Wealth Partners, we provide financial wisdom and help guide our clients through life’s complicated decisions as they work towards sustainable prosperity, multigenerational wealth and peace of mind.

It is our mission that these decisions do not need to be made alone.


Our advisors

Geri Pell

Geri Pell

CFP®, MBA, CDFA®

Private Wealth Advisor

Chief Executive Officer of Pell Wealth Partners
Learn more about Geri Pell Visit Geri Pell's website
Daniel Ahearn

Daniel Ahearn

APMA®

Financial Advisor

Vice President
Learn more about Daniel Ahearn Visit Daniel Ahearn's website
Ziyah Esbenshade

Ziyah Esbenshade

CFP®, CRPC®, APMA®

Private Wealth Advisor

Senior Vice President
Learn more about Ziyah Esbenshade Visit Ziyah Esbenshade's website
Douglas Messina

Douglas Messina

CFP®, CRPC®, APMA®

Financial Advisor

Senior Vice President
Learn more about Douglas Messina Visit Douglas Messina's website
Anthony Rizzuto

Anthony Rizzuto

CFP®, CLU®, APMA®

Financial Advisor

President
Learn more about Anthony Rizzuto Visit Anthony Rizzuto's website
Julie Wendholt

Julie Wendholt

APMA®

Financial Advisor

Vice President
Learn more about Julie Wendholt Visit Julie Wendholt's website

Our team

Kelly Doherty

Kelly Doherty

Business Development Manager

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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Kat Foley

Kat Foley

Practice Manager

Qualifications

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

Roles & Responsibilities

  • Assist Private Wealth Advisor, Ziyah Esbenshade and her clients with their client service needs
  • Practice Manager for the Pell Wealth Partners team
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Martha Hood

Martha Hood

Executive Assistant

Roles & Responsibilities

  • Executive Assistant for Geri E. Pell
  • Assist with booking client meetings for Julie Wendholt
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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 Douglas Messina
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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 Daniel Ahearn, Anthony Rizzuto and Julie Wendholt
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