Our advisors

Rocco A Carriero

Rocco A Carriero

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Rocco A Carriero Visit Rocco A Carriero's website
Meredith Diamond

Meredith Diamond

Financial Advisor

Learn more about Meredith Diamond Visit Meredith Diamond's website
Stephen Curry

Stephen Curry

Financial Advisor

Associate Vice President
Learn more about Stephen Curry Visit Stephen Curry's website
George Kreuscher

George Kreuscher

Financial Advisor

Associate Vice President
Learn more about George Kreuscher Visit George Kreuscher's website

Bryan Durso

Financial Advisor

Learn more about Bryan Durso Visit Bryan Durso's website

Christian Greco

Financial Advisor

Learn more about Christian Greco Visit Christian Greco's website

Our team

Nicole Chance

Nicole Chance

Executive Assistant

Qualifications

  • BS, Social Work, Abilene Christian University
  • Licensed Notary NYS

Roles & Responsibilities

  • Scheduling Client Meetings & Practice Calendar
  • Marketing & Events
  • Human Resources & Building Management
  • Community Involvement
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Jo Ann Fleischmann

Jo Ann Fleischmann

Client Service Specialist

Paul Tuttle

Paul Tuttle

Financial Planning Specialist

Autumn Chirlin

Autumn Chirlin

Financial Planning Specialist

Christian Greco

Christian Greco

Paraplanner

Qualifications

  • BS Major Psychology, Neuroscience Concentration, Business Administration Minor, University of Miami, FL
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