Our advisors

Anthony P Palumbo

Financial Advisor

Managing Director
Learn more about Anthony P Palumbo Visit Anthony P Palumbo's website

Paul Marasciullo

CFP®

Financial Advisor

Vice President
Learn more about Paul Marasciullo Visit Paul Marasciullo's website


Our team

Peggy J. Marshall

Peggy J. Marshall

Client Service Associate,

Practice Manager
Kathleen Motayne

Kathleen Motayne

Client Service Associate

Dawn Lawrence

Dawn Lawrence

Client Service Associate