Who We Are
Financial Planners
Ben Soccodato, CFP®, ChFC®, RICP®, CExP™, ChSNC®, AIF®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Chris Kampitsis, CFP®, ChFC®, CExP™, RICP®, CFBS®, AIF®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Anthony Maiuolo, CFP®, ChFC®, AIF®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Kenneth F. DiCairano, CFP®, CPA®, CASL®, MBA
Financial Planner | Financial Services Executive | Investment Advisor Representative
914-372-2929
David Jones, CFP®, ChFC®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Jared Chin
Financial Planner | Financial Services Executive | Investment Advisor Representative
914-372-2929
Ryan Wright, CFP®, RICP®
Financial Planner | Financial Services Representative | Investment Advisor Representative
914-372-2929
Jennee Blanco
Financial Planner | Registered Representative | Investment Advisor Representative
914-372-2929
Kevin Power
Financial Planner | Financial Services Representative | Investment Advisor Representative
914-372-2929
Client Support
Paulette DiCairano
Director of Team Operations & Marketing
Anna Rakotz
Practice Manager
Jonathan Rosen, CFP®
Director of Team Investment Operations
Destiny Morris
Client Communications Manager
Rachel Lapadula
Client Relationship Coordinator
Nicole Riccobono
Senior Team New Business Analyst
Stephanie Delacruz
Insurance Operations Manager
Tavindra Dhanraj
Insurance Operations Coordinator
Gabriel Palacios
Client Service Associate
Jessica Mulligan
Client Service Specialist
Josh Felice
Client Service Associate
Michael Kouroupakis
Client Service Associate
Frank Newman
Client Service Associate
Andrew Cox
Client Service Associate
Andrew Orfanos
New Business Analyst
Anthony Abidin
Client Service Associate
John Berni
Investment Operations Associate
Leslie Maurad
Client Relationship Coordinator
Michael Brand
Investment Operations Associate
Ricardo Laguerre
Client Service Associate
Wealth Strategies Resources
Jeremy Hus, CASL®, CLU®, ChFC®, CFP ®
Vice President, Financial Planning
John Foreman, MBA, CIMA®
Vice President, Investments
Kathleen Cassidy, JD
Vice President, Advanced Markets
Myles Holley
Property & Casualty Product Specialist