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

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

Sarah Judson

Client Service Representative

Tracy Young

Client Service Representative

Natalie Rubel

Client Service Representative

Our Operations Team

Harry Kirkpatrick, CFP®, MS

Chief Operating Officer

Robert Cowles

Chief Compliance Officer

Eileen Valliere, CPA


Tamie Maffeo

Marketing Director

Corinna Gagnon

Office Manager

Theo Kalantzakos, CFA

Trading & Research