Inspire confidence, simplify life, and reduce stress.


Our advisors

Advisor photo for Randall C Perkins

Randall C Perkins

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Randall C Perkins
Advisor photo for Jonathan London

Jonathan London

CFP®, BFA, CRPC, CLTC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jonathan London
Advisor photo for Belva Barned

Belva Barned

MBA, CRPC

Associate Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Belva Barned
Advisor photo for Al Osbourne

Al Osbourne

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

Financial Advisor

Learn more about Al Osbourne
Advisor photo for Alex Varkatzas

Alex Varkatzas

MBA, CRPC

Financial Advisor

Learn more about Alex Varkatzas
Advisor photo for James Newkirk

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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