Meet the team

Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means.

Our Advisors

Nick Giacoumakis, CEPA, CVGA

President & Managing Director

Brian Pirri, CFP®

Managing Director & Senior Wealth Advisor

John Routhier

Senior Wealth Advisor

Glenn DiBenedetto, CPA, CVGA

Director of Tax Planning

Michelle Guarino

Wealth Advisor

Julie Colucci, CFP®

Wealth Advisor

Brian Glick, CFA

Senior Portfolio Analyst

Our Client Service Team

Yaleesa Rodriguez

First Impressions Coordinator

Sarah Judson

Client Service Representative

Tracy Young

Client Service Representative

Natalie Rubel

Client Service Representative

Our Operations Team

Harry Kirkpatrick, CFP®, MS

Managing Director, Strategy & Operations

Robert Cowles

Director of Compliance

Tamie Maffeo

Marketing Director

Ready for investment guidance that is tailored to your needs as a business owner?

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