Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Saving for Education
  • Investment Management
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Small Business

Awards & recognition

  • Geri Pell, Barron’s Top 100 Women Financial Advisors, 2009-2022
  • Geri Pell, Barron’s Top 1,200 Financial Advisors, 2014-2017, 2019-2022
  • Geri Pell, Barron’s Top 100 Independent Financial Advisors, 2020
  • Geri Pell, Ameriprise Chairman's Advisory Council, 2005-2021
  • Ziyah Esbenshade, Forbes Best-in-State Women Wealth Advisors, 2022
  • Ziyah Esbenshade, Forbes Top Women Wealth Advisors, 2020-2021
  • Ziyah Esbenshade, Working Mother Top Wealth Advisor Moms, 2019, 2021
  • Daniel Ahearn, Business Council of Westchester Rising Stars, 40 Under 40, 2021
  • Douglas Messina, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Pell Wealth Partners, Investment News Best Places to Work for Financial Advisors, 2020-2022

Community participation

  • As a team, we volunteer at Feeding Westchester, a local organization that sources and distributes food, and other resources, to towns across Westchester helping to ensure that none of our neighbors are hungry.
  • Treehouse Shakers, an organization that brings dance and storytelling to children
  • World Pulse
  • UJA Federation of New York