Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Anthony Pio Costa IV

Anthony Pio Costa IV

CRPC, APMA

Private Wealth Advisor

Managing Director of Pio Costa & Associates
Learn more about Anthony Pio Costa IV Visit Anthony Pio Costa IV's website
Advisor photo for Frank V Gonnella

Frank V Gonnella

CRPC

Financial Advisor

Business Development Director
Learn more about Frank V Gonnella Visit Frank V Gonnella's website
Advisor photo for Daniel Vidovich

Daniel Vidovich

APMA

Financial Advisor

Senior Vice President of Pio Costa & Associates
Learn more about Daniel Vidovich Visit Daniel Vidovich's website
Advisor photo for Nikolas Butkov

Nikolas Butkov

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Nikolas Butkov Visit Nikolas Butkov's website
Advisor photo for James Kahrar

James Kahrar

APMA

Financial Advisor

Learn more about James Kahrar Visit James Kahrar's website


Our team

Ashley Van Tassel

Ashley Van Tassel

Operations Manager

Francesca Milde, CPA

Francesca Milde, CPA

Client Relationship Manager,

Certified Public Accountant
Tom Lalko

Tom Lalko

Financial Planning Specialist