Your Team
Michael Palumbos
ChFC®, CBEC®
Family Wealth Advisor
Amy Kennedy
Director of Client Relations
Hope Thompson
Investment Operations Manager
Kristina Rocci
Marketing & Podcast Producer
Your Specialists
Timothy Johnson J.D.*, CRPC
Chief Investment Strategist
Daniel Prisciotta CFP®, CPA*, CBEC®
Director of M&A and Investment Banking
Your Planning Team
Jeffrey Trombetta CIMA®, CFP®, CRPC
Director of Investment Planning
Dianna Parker CFP®
Director of Financial Planning
James Gasparotto
Director of Business Planning
Donna Rowen J.D*, LL.M., ChFC®
Advanced Planning Attorney