Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.



Our advisors

Advisor photo for Anthony Leopizzi

Anthony Leopizzi

CFP®, CLU®, ChFC®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Anthony Leopizzi Visit Anthony Leopizzi's website
Advisor photo for Austin R Hicks

Austin R Hicks

MBA, CFP®, APMA®

Associate Financial Advisor

Learn more about Austin R Hicks Visit Austin R Hicks's website
Advisor photo for Christopher Gerard Fahey

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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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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Manuel Diaz Rodriguez Jr.

Manuel Diaz Rodriguez Jr.

Client Relationship Manager

Alexander King

Alexander King

Client Service Specialist