Inspire confidence, simplify life, and reduce stress.


Our advisors

Randall C Perkins

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Randall C Perkins

Jonathan London

CFP®, BFA, CRPC, CLTC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jonathan London

Belva Barned

MBA, CRPC

Associate Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Belva Barned

Al Osbourne

CFP®, CPA, CLU®, ChFC®, MBA, PFS, CFS®, CRPC

Financial Advisor

Learn more about Al Osbourne

Alex Varkatzas

MBA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Alex Varkatzas

James Newkirk

CRPC

Financial Advisor

Learn more about James Newkirk


Our team

Lilliam Moreno

Lilliam Moreno

Practice Manager

Roles & Responsibilities

  • Practice Financials
  • Human Resource Management
  • Compliance Specialist
  • Notary Public: State of New York, Queens County
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Rovita Budhu

Rovita Budhu

Business Development Manager

Qualifications

  • Bachelor of Science in Accounting and Business Administration - SUNY College at Plattsburgh, 2021

  • Bachelor of Science in Psychology - SUNY University at Buffalo, 2019

Roles & Responsibilities

  • Establish, Maintain & Update Processes
  • Executive Committee Secretary
  • Practice-Level Goal Tracking
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Keshia David

Keshia David

Operations Manager

Qualifications

  • Bachelor of Arts in Political Science - John Jay College, 2015

Roles & Responsibilities

  • New Client Onboarding
  • Manage Operations Workflow
  • Client Data Updates
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Susan F. Cozzolino

Susan F. Cozzolino

Client Service Manager

Qualifications

  • Bachelor's of Arts in Economics, Boston University

Roles & Responsibilities

  • Estate Settlements
  • Transfers
  • Insurance & Annuities
  • 529 Accounts
  • Notary Public - State of New York, Nassau County
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China Ho-Young

China Ho-Young

Receptionist

Roles & Responsibilities

  • Calendar Management
  • Mail Handling
  • Client Data Updates
  • Assist Operation's day-to-day workflow
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Kristofer Newton

Kristofer Newton

Operations Specialist

Roles & Responsibilities

  • Financial Research & Analytics
  • Operations Workflow - Preparation, Processing, & Follow-Up
  • Client Data Updates
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John Burke

John Burke

Operations Specialist

Qualifications

  • Bachelor of Business Administration in Finance - Dowling College, 2010

Roles & Responsibilities

  • Financial Research & Analytics
  • Operations Workflow - Preparation, Processing & Follow-Up
  • Client Data Updates
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John Morrisey

John Morrisey

Operations Specialist

Qualifications

  • Bachelor of Science in Marine Transportation, Concentration - USCG 3rd Mate Unlimited License - SUNY Maritime College, 2019

Roles & Responsibilities

  • Financial Research & Analytics
  • Operations Workflow - Preparation, Processing & Follow-Up
  • Client Data Updates
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