Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Max DiSesa

Max DiSesa

CFP®, AAMS

Private Wealth Advisor

Managing Partner of Seven Bridges Wealth Advisors
Learn more about Max DiSesa
Advisor photo for David Mazzetti

David Mazzetti

CFP®, CRPC

Private Wealth Advisor

Managing Partner of Seven Bridges Wealth Advisors
Learn more about David Mazzetti
Advisor photo for Andrew Buscetto

Andrew Buscetto

APMA

Financial Advisor

Managing Partner of Seven Bridges Wealth Advisors
Learn more about Andrew Buscetto
Advisor photo for Jason Burt

Jason Burt

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jason Burt
Advisor photo for Matthew Meddaugh

Matthew Meddaugh

Financial Advisor

Learn more about Matthew Meddaugh
Advisor photo for Armando Merino

Armando Merino

CFP®, APMA

Financial Advisor

Senior Vice President of Seven Bridges Wealth Advisors
Learn more about Armando Merino
Advisor photo for Gabby DelMonaco

Gabby DelMonaco

APMA

Financial Advisor

Learn more about Gabby DelMonaco
Advisor photo for Jennifer Paolicelli

Jennifer Paolicelli

APMA

Financial Advisor

Senior Vice President of Seven Bridges Wealth Advisors
Learn more about Jennifer Paolicelli
Advisor photo for Joseph Femia

Joseph Femia

APMA

Financial Advisor

Senior Vice President of Seven Bridges Wealth Advisors
Learn more about Joseph Femia
Advisor photo for Paul R Loucks

Paul R Loucks

Financial Advisor

Senior Vice President of Seven Bridges Wealth Advisors
Learn more about Paul R Loucks
Advisor photo for Robert Blenkle

Robert Blenkle

APMA

Financial Advisor

Learn more about Robert Blenkle
Advisor photo for Scott Montenero

Scott Montenero

Financial Advisor

Learn more about Scott Montenero


Our team

Christine L. Flinn

Christine L. Flinn

Executive Assistant,

Operations Specialist
Lucy McCann

Lucy McCann

Client Concierge,

Practice Manager
Nancy Lischinsky

Nancy Lischinsky

Client Concierge,

Insurance Specialist
Kelly Lappan

Kelly Lappan

Financial Planning Assistant

Jessica Bell

Jessica Bell

Investment Manager,

Operations Manager
Gail Brunetti

Gail Brunetti

Receptionist

Suzanne Rodriguez

Suzanne Rodriguez

Client Concierge

Theresa Spinello

Theresa Spinello

Insurance Specialist

Adam Breault

Adam Breault

Client Service Specialist