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.

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Team photo

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Our advisors

Anthony Leopizzi

CFP®, CLU®, ChFC®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Anthony Leopizzi Visit Anthony Leopizzi's website

Austin R Hicks

MBA, CFP®

Associate Financial Advisor

Learn more about Austin R Hicks Visit Austin R Hicks's website

Christopher Gerard Fahey

CFP®, CRPC, AAMS®, CEPA®

Financial Advisor

Learn more about Christopher Gerard Fahey Visit Christopher Gerard Fahey's website


Our team

Fran Devito

Fran Devito

Operations Manager

Qualifications

  • Studied Accounting at Baruch College
  • Life & Health Licensed

Roles & Responsibilities

  • • Specializes in insurance illustrations, reprojections and processing
  • • Coordinates marketing and events management
  • • Coordinates marketing and events management
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Armand Likrama

Armand Likrama

Client Service Manager

Roles & Responsibilities

  • • Manages scheduling of client service meetings
  • • Establishes New Business and Client Maintenance documents for signatures
  • • Guides client through use of the secure site
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Justin Mattia

Justin Mattia

Financial Planning Assistant

Roles & Responsibilities

  • • Collects client’s financial data
  • • Prepares financial plan deliverables and meeting summaries
  • • Executes money movement transactions
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