Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

close

Team photo for Pro Standard Private Wealth
Team photo for Pro Standard Private Wealth

View Larger


Our advisors

Advisor photo for Peter J Cocolaras

Peter J Cocolaras

CEPA®

Financial Advisor

Managing Director
Pro Standard Private Wealth
Learn more about Peter J Cocolaras
Advisor photo for Peter Sanoulis

Peter Sanoulis

CFP®, CRPC

Financial Advisor

Managing Director
Pro Standard Private Wealth
Learn more about Peter Sanoulis


Our team

Katie Kelly

Katie Kelly

Program Manager,

Operations Director

Personal Intro

Education

    • B.S. in Business Administration with Concentration in Finance, Marist College, 2016
    • B.S. in Fashion Merchandising, Marist College, 2016

About Me

    • Love spending time with family and friends
    • Enjoy going to concerts and hiking

Roles & Responsibilities

  • Practice operations manager and business development coordinator
  • Manage client relationships
  • Financial Planning Support
View more