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 Pio Costa IV

CRPC, APMA

Private Wealth Advisor

Managing Director of Pio Costa & Associates
Learn more about Anthony Pio Costa IV Visit Anthony Pio Costa IV's website

Frank V Gonnella

CRPC

Financial Advisor

Business Development Director
Learn more about Frank V Gonnella Visit Frank V Gonnella's website

Daniel Vidovich

APMA

Financial Advisor

Senior Vice President of Pio Costa & Associates
Learn more about Daniel Vidovich Visit Daniel Vidovich's website

Michelle Russotto

CRPC

Financial Advisor

Learn more about Michelle Russotto Visit Michelle Russotto's website

Frank Jaffe

CFP®, APMA

Financial Advisor

Learn more about Frank Jaffe Visit Frank Jaffe's website

Nikolas Butkov

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Nikolas Butkov Visit Nikolas Butkov's website

James Kahrar

APMA, CRPC

Financial Advisor

Learn more about James Kahrar Visit James Kahrar's website


Our team

Ashley Van Tassel

Ashley Van Tassel

Operations Manager

Tom Lalko

Tom Lalko

Financial Planning Specialist

Nikita Chandra

Nikita Chandra

Marketing Specialist