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

Max DiSesa

CFP®, AAMS

Private Wealth Advisor

Managing Partner of Seven Bridges Wealth Advisors
Learn more about Max DiSesa

David Mazzetti

CFP®, CRPC

Private Wealth Advisor

Managing Partner of Seven Bridges Wealth Advisors
Learn more about David Mazzetti

Andrew Buscetto

APMA

Financial Advisor

Managing Partner of Seven Bridges Wealth Advisors
Learn more about Andrew Buscetto

Jason Burt

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jason Burt

Matthew Meddaugh

Financial Advisor

Learn more about Matthew Meddaugh

Armando Merino

CFP®, APMA

Financial Advisor

Senior Vice President of Seven Bridges Wealth Advisors
Learn more about Armando Merino

Gabby DelMonaco

APMA

Financial Advisor

Learn more about Gabby DelMonaco

Jennifer Paolicelli

APMA

Financial Advisor

Senior Vice President of Seven Bridges Wealth Advisors
Learn more about Jennifer Paolicelli

Joseph Femia

APMA

Financial Advisor

Senior Vice President of Seven Bridges Wealth Advisors
Learn more about Joseph Femia

Paul R Loucks

Financial Advisor

Senior Vice President of Seven Bridges Wealth Advisors
Learn more about Paul R Loucks

Robert Blenkle

APMA

Financial Advisor

Learn more about Robert Blenkle

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