Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Llnon Slossberg-North

Private Wealth Advisor

Managing Partner of Mindful Wealth Management
Learn more about Llnon Slossberg-North Visit Llnon Slossberg-North's website

Tim Burklow Jr

CFP®, ChFC®

Financial Advisor

Learn more about Tim Burklow Jr

John Occhipinti

MBA, ChFC®

Financial Advisor

Learn more about John Occhipinti

Jessica E Palatucci

CRPC

Private Wealth Advisor

Learn more about Jessica E Palatucci Visit Jessica E Palatucci's website


Our team

Ruth Occhipinti

Ruth Occhipinti

Office Manager,

Business Development Specialist

Personal Intro

Ruth services our Riverdale office

Roles & Responsibilities

  • Office Management
  • Data Gathering & Data Entry
  • Practice Workflow & Efficiencies
  • Case Management
  • Money Movement & Transactions
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Maria Machado

Maria Machado

Administrative Assistant,

Client Concierge

Personal Intro

Maria services our Riverdale Team

Roles & Responsibilities

  • Client Service
  • Scheduling
  • Meeting Prep and Follow-Up
  • Business Processing & Submission
  • Social Media and Website Management
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Natalie Ydo

Natalie Ydo

Administrative Assistant,

Client Concierge

Personal Intro

Natalie services our Riverdale Team

Roles & Responsibilities

  • Client Service
  • Business Processing & Submission
  • Meeting Prep and Follow -Up
  • Scheduling
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Alexander Silverstein

Alexander Silverstein

Financial Planning Specialist

Personal Intro

Alex services our Riverdale team

Roles & Responsibilities

  • Tax Planning Strategies
  • Meeting Prep and Follow up
  • Data Gathering & Data Entry
  • Investment Research
  • Financial Planning Analysis
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Karen Gallione

Karen Gallione

Client Relationship Manager

Personal Intro

Karen services our Montclair office

Roles & Responsibilities

  • Client Service
  • Scheduling
  • Meeting Prep and Follow -Up
  • Business Processing & Submission
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Jillian North

Jillian North

Financial Planning Specialist

Personal Intro

Jillian services our Montclair Team

Roles & Responsibilities

  • Financial Planning Analysis
  • Investment Research
  • Data Gathering & Data Entry
  • Meeting Prep and Follow up
  • Tax Planning Strategies
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