Our Team | Family, Wealth & Legacy

HELPING FAMILY BUSINESSES
THRIVE.

We guide family business owners, their next-gen and leadership team to create agile growth, stronger families, greater wealth & a living legacy.

From one generation to another comes big transition. We’re well-versed in the technical strategies that family businesses can use to pass the financial assets of the company and the family efficiently, effectively and equitably.

During life’s big changes, we’re with our clients every step of the way.

YOUR TEAM

Michael Palumbos, ChFC®, CBEC®

Family Wealth Advisor

Gravitas Certified Coach

Kay Pfleghardt, CFP®

Private Wealth Services Advisor

NextGen Leadership Consultant

Edward Denning

Family Wealth Advisor

Timothy S. Johnson, J.D.* CRPC

Chief Investment Strategist

Thomas Smith

Retirement Plan Specialist

Todd Sloth

Family Wealth Advisor

Daniel Prisciotta, CFP®, CPA*, PFS, ChFC®, CBEC®

Director of Investment Banking and Mergers & Acquisitions

Donna L. Rowan, J.D.*, LL.M., CLU®, ChFC®

Advanced Planning Attorney

James Gasparotto

Director of Business Planning

Jeffrey P. Trombetta, CIMA®, CRPC, CFP®

Director of Financial Planning

Hope Thompson

Practice Manager

Amy Kennedy

Client Relations Manager

* Licensed, not practicing

How We Do It

FAMILY

A family’s building blocks are the social, intellectual and relational capital of everyone within your clan. We want to help you create it, and keep it.

WEALTH

As a family business, your company is your biggest asset. We know wealth consists of your personal financials outside of the company too. The interaction between the two can be complicated. We want to help you grow it and protect it.

LEGACY

A family's balance sheet flourishes when it is focused on complete wealth. Your legacy is your family’s core values, responsible behaviors and community involvement. We want to help you nurture it and share it.