Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Pio Costa & Associates
Team photo for Pio Costa & Associates

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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 Michelle Russotto

Michelle Russotto

CRPC

Financial Advisor

Learn more about Michelle Russotto Visit Michelle Russotto's website
Advisor photo for Frank Jaffe

Frank Jaffe

CFP®, APMA®

Financial Advisor

Learn more about Frank Jaffe Visit Frank Jaffe's website
Advisor photo for Nikolas V Butkov

Nikolas V Butkov

CRPC, APMA®

Financial Advisor

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

James Kahrar

APMA®, CRPC

Financial Advisor

Learn more about James Kahrar Visit James Kahrar's website


Our team

Ashley Van Tassel

Ashley Van Tassel

Operations Manager

Tom Lalko

Tom Lalko

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER® practitioner

Qualifications

  • Certified Financial Planner(R)

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Nikita Chandra

Nikita Chandra

Marketing Specialist

Emanuel Jaffe

Emanuel Jaffe

Financial Planning Assistant

Nicole Antonucci

Nicole Antonucci

Client Relationship Manager

Quinn Devlin

Quinn Devlin

Client Relationship Coordinator