Meet Our Team
Cynthia A. D'Meo
Registered CSA
David Chepauskas, CFP®
Senior Wealth Management Advisor
James Maimone, RICP®
Wealth Management Advisor
Professional Strategy Team
Brandon Smith, J.D.
Director of Integrated Planning Group
David Porro, CLU, ChFC®
Director of Insurance
Frank Bardales
Financial Planner
James Rabasca, J.D.
Senior Tax Specialist
Noreen Brown, CFA
Co-Chief Investment Officer
Steve Melnick, CFA
Director of Investment Management
Steven Weinman, CPA
President, Director of Investments