At our firm, we have the client—and only the client—in mind.
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Thomas Pallogudis
Wealth Management Advisor
Thomas Lanzillotta
Financial Representative
Lukas Lerman
Financial Representative
Stephen DiGirolamo, LUTCF®, LACP
Managing Partner
Lenny Cusumano
New Business Director
Helayne McDonnell
Marketing Director
Nancy Schwartz
Agency - Compliance