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
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
Michael Kouroupakis
Financial Advisor | Investment Advisor Representative
Client Support
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
Andrew Cox
Property & Casualty Product Specialist
Andrew Orfanos
New Business Analyst
Anthony Pires
Client Service Associate
Danielle Tabachnick
Client Relationship Coordinator
John Berni
Investment Operations Associate
John Fiorino
Client Service Associate
Klaus Bezati
Investment Operations Associate
Lauren Villalobos
Operations Assistant
Linda Soellner
Operations Assistant
Matias Morales
Financial Planning Support Specialist
Michael Brand
Investment Operations Associate
Nicholas Fiore
Client Service Associate
Olivia Perillo
Client Relationship Coordinator
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