Our advisors

Our team

Kimberley DeNardo

Kimberley DeNardo

Client Service Manager

Personal Intro

Client Service Manager for Daniel Ahearn

Roles & Responsibilities

  • Client Service Manager for Daniel Ahearn.
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Joseph Domato

Joseph Domato

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Specialist for Ziyah Esbenshade
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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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David Gillespie

David Gillespie

Client Service Manager

Roles & Responsibilities

  • Client Service Manager for Tony Rizzuto & Sheila Spicehandler
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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

Operations Director

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

David Van Osdol

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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