Our People

 
  • Peter A. Beronio, CFP®

    Founder | Senior Partner

  • Peter J. Beronio, CFP®

    LPL Registered Sales Assistant

  • Jennye Beronio

    Client Services Associate

  • Melissa Brown

    Implementation Specialist | Financial Paraplanner Qualified Professional™

  • Rick Smith

    Senior Wealth Advisor

  • Sherri Judd

    Client Services

  • Cezel Nico & Stella

    Our Mascots

  • Jim Fazio

    Client Services Associate

  • Josias Cary

    Marketing Director