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

Mark Arigo

Associate Financial Advisor

Learn more about Mark Arigo Visit Mark Arigo'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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