Focused On You
Michael Aloi, CFP®
Team Liaison and Client Relationship Manager
Tara Pizzutillo
Director of Operations
Noreen Brown
Director of Portfolio Management
Brandon Smith
Director of Integrated Planning Group
David Porro
Director of Insurance
James Rabasca J.D.
Senior Tax Specialist
Steve Melnick
Associate Director of Investment Management
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If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.