Our People

• Peter A. Beronio, CFP®

  Founder | Senior Partner

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• Peter J. Beronio, CFP®

  LPL Registered Sales Assistant

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• Jennye Beronio

  Client Services Associate

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• Melissa Brown

  Implementation Specialist | Financial Paraplanner Qualified Professional™

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• Rick Smith

  Senior Wealth Advisor

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• Sherri Judd

  Client Services

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• Jim Fazio

  Client Services Associate

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• Cezel Nico & Stella

  Our Mascots

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