Our advisors

Geri Pell

Geri Pell

Private Wealth Advisor

Learn more about Geri Pell
Anthony Rizzuto

Anthony Rizzuto

Financial Advisor

Learn more about Anthony Rizzuto
Steven Livingston

Steven Livingston

Financial Advisor

Learn more about Steven Livingston
Ziyah Esbenshade

Ziyah Esbenshade

Financial Advisor

Learn more about Ziyah Esbenshade
Douglas Messina

Douglas Messina

Financial Advisor

Learn more about Douglas Messina
Sheila Spicehandler

Sheila Spicehandler

Financial Advisor

Learn more about Sheila Spicehandler
Julie Wendholt

Julie Wendholt

Financial Advisor

Learn more about Julie Wendholt
Daniel Ahearn

Daniel Ahearn

Financial Advisor

Learn more about Daniel Ahearn
Michael Hirsch

Michael Hirsch

Financial Advisor

Learn more about Michael Hirsch

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, 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

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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