Who We Are
Individual Focus, Team Support
We deliver timely advice and insightful guidance. We factor in every aspect of your life: short-term objectives, long-term goals, personal dreams, and business ambitions. You will have a dedicated advisor with the collective knowledge, resources, and expertise of our entire team.
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

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, ChFC®
Financial Planner | Registered Representative | Investment Advisor Representative
914-372-2929

Kevin Power
Financial Planner | Financial Services Representative | Investment Advisor Representative
914-372-2929

Frank Newman
Financial Advisor | Investment Advisor Representative

Josh Felice
Financial Advisor | Registered Representative | Investment Advisor Representative
