Broker Check

Our People

Our partners bring decades of experience in financial planning to the individuals, families and business we serve. We seek to continually upgrade and enhance our experience through a commitment to an ongoing, rigorous program of continuing education conferences and coursework to expand our menu of services.

Peter A. Beronio, CFP®

Founder | Senior Partner

Peter is a CERTIFIED FINANCIAL PLANNER™ Professional and a LPL Registered Securities Principal, holding Series 6, 7, 24 & 63 securities registrations with LPL Financial, as well as life and disability insurance licenses.Origin

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Peter J.Beronio, CFP®

LPL Registered Sales Assistant

Peter J. holds the CERTIFIED FINANCIAL PLANNER ™ Certification and earned his Series 6 & 63 securities registrations with LPL Financial. He currently is the firm's LPL Registered Sales Assistant & Portfolio Administrator.B

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Jennye Beronio

Client Services Associate

Our most tenured employee at Beronio Wealth Planning Solutions, and the backbone of the organization, is Jennye Beronio. Her title is Client Services Associate, however Jennye wears many hats here at BWPS, and she is the axis by which ou

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Melissa Brown

Implementation Specialist | Registered Paraplannerâ„¢

While the Peters are the brains of our operation, Melissa is behind the scenes putting her hands to work implementing strategies for our clients' accounts. Additionally, Melissa handily facilitates our upkeep of WealthVision, ensu

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Our Mascots

Cezel, Nico & Stella

Rick Smith

Senior Wealth Advisor

Rick is a 25+ year industry veteran, spending much of the last decade of his career as a Senior Wealth Advisor with USAA. His has Series 7, 24, 63 & 65 registrations with LPL and he is licensed in insurance and annuities. A native of...

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Sherri Judd

Client Services

Sherri has the toughest role at our firm; she makes sure we have dotted all of our lowercase “Js” each day. Her organizational brilliance and classic sophistication make her a critical component of our operation. Sherri...
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