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

Managing Director, Senior Wealth Advisor

Brian Pirri, CFP®

Principal, Senior Wealth Advisor

John Routhier

Wealth Advisor

Glenn DiBenedetto, CPA, CVGA

Director of Tax Planning

Michelle Guarino

Wealth Advisor

Julie Colucci, CFP®

Wealth Advisor

Brian Glick, CFA

Portfolio Manager

Our Client Service Team

Tracy Young

Client Service Associate

Our Operations Team

Robert Cowles

Manager, Compliance

Tamie Maffeo

Office Administrator