Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Anthony DeAngelo

APMA

Financial Advisor

Franchise Owner
Learn more about Anthony DeAngelo Visit Anthony DeAngelo's website

Frank D'Erasmo Jr

APMA

Financial Advisor

Managing Partner of Lionheart Wealth Management
Learn more about Frank D'Erasmo Jr Visit Frank D'Erasmo Jr's website

Samuel Dicocco

APMA

Financial Advisor

Managing Partner of Lionheart Wealth Management
Learn more about Samuel Dicocco Visit Samuel Dicocco's website

Shivam Mittal

APMA, CRPC

Financial Advisor

Managing Partner of Lionheart Wealth Management
Learn more about Shivam Mittal Visit Shivam Mittal's website

Keith Woetzel

Financial Advisor

Associate Vice President of Lionheart Wealth Management
Learn more about Keith Woetzel Visit Keith Woetzel's website


Our team

Aneta Szatkowski

Aneta Szatkowski

Executive Assistant

Ariane Moran

Ariane Moran

Operations Specialist




Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.