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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Tiffany Arrington

Marketing | Business Development

Tiffany is the voice of our organization, as she is the one tasked with maintaining relevant contact with our client base and communicating our message to the rest of the world. She is also a graduate of the University of Texas at Austin
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Our Mascots

Cezel, Nico & Stella