With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Peter J Cocolaras

Financial Advisor

Managing Director
Learn more about Peter J Cocolaras

Peter Sanoulis

CRPC

Financial Advisor

Managing Director
Learn more about Peter Sanoulis


Our team

Katie Kelly

Katie Kelly

Program Manager,

Operations Manager

Personal Intro

Education

    • B.S. in Business Administration with Concentration in Finance, Marist College, 2016
    • B.S. in Fashion Merchandising, Marist College, 2016

About Me

    • Love spending time with family and friends
    • Enjoy going to concerts and hiking

Roles & Responsibilities

  • Practice operations manager and business development coordinator
  • Manage client relationships
  • Financial Planning Support
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Michael Casey

Michael Casey

Client Service Associate,

Chartered Retirement Planning Counselor™

Personal Intro

Education:

    • B.S. in Finance from St. John’s University, 2023

About me:

    • Love spending time with family and friends
    • Enjoy golfing and going to sporting events.

Qualifications

  • CRPC®

Roles & Responsibilities

  • Meeting Preparation and Follow-up
  • Client communications liaison
  • Financial Analysis
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