Meet the People Behind the Family Business Flywheel™
We’re family business people, just like you, grounded in The FWL Way: curiosity, ownership, and heart.
TeamFWL is led by a multidisciplinary team of advisors and operators who bring the Family Business Flywheel™ alignment to every family we serve. With credentials like CFP®, CPA*, and CBEC®, and strengths across strategy, tax, operations, communications and marketing, we help families move forward with clarity and coordination.
We don’t just advise; we activate momentum.
Your Family Business Family Office™ Team
Michael Palumbos ChFC, CBEC
Second-generation family business owner and creator of the Flywheel™ Framework, Michael helps business families align leadership, scale with intention, and build lasting legacies—without losing their identity.
Martin Palumbos
Legacy Acknowledgement
Marty guided family business owners through succession, estate strategy, and continuity planning. A true steward of legacy, he built Family Wealth and Legacy on a mission to serve first, last, and always, helping families preserve wealth & wisdom across generations.
Phillip Blancato
Chief Market Strategist
With over 30 years in financial services, Philip brings deep expertise in portfolio construction, risk management, and macro strategy—supporting Flywheel™ clients with market insights that drive long-term financial performance.
Jim Gasperatto
Family Wealth Advisor
Jim brings four decades of financial planning leadership, specializing in business succession, estate strategy, and tax-smart investment planning. He brings deep insight, powering key aspects of the Family Business Flywheel™.
Dan Prisciotta
CFP®, CPA*, CBEC®
Daniel combines deep technical expertise with the Family Business Flywheel™, helping families align financial, tax, and transition strategies to create clarity, continuity, and long-term momentum.
Mark Bronfman
MBA, CPA
Mark specializes in designing innovative compensation and incentive strategies that align with the Family Business Flywheel™, helping families attract, retain, and reward top talent while driving long-term enterprise value.
Dianna Parker
CFP®, CRBC®
With over 30 years of experience, Dianna specializes in business succession, estate, and retirement planning—serving the complex needs of closely held business owners with creative, client-first solutions.
Zachary Church
Investment & Planning Specialist
Zach helps families align their investment strategies and financial plans within the Family Business Flywheel™, specializing in retirement & long-term growth strategies that support multigenerational success.
Stephen Harper
Planner Assistant
Steve supports the planning team by helping prepare analyses, organize data, and coordinate client deliverables within the Family Business Flywheel™, ensuring every detail moves smoothly toward your family’s financial goals.
Hope Maniatis
Practice Manager
Hope ensures smooth operations, clear communication, and a white-glove client experience that reflects the heart of the Family Business Flywheel™: disciplined, human, and dependable.
Kristina Rocci
Marketing Director
Kristina leads digital strategy, brand storytelling, and executive visibility, including The Family Biz Show® podcast. She ensures every message moves the mission forward and reflects the clarity at the core of the Family Business Flywheel™.
Amelia Mendez
Client Service Associate
Amelia supports families through every stage of the Family Business Flywheel™, managing onboarding, coordinating client needs, and ensuring a seamless experience with care and precision.
