About The Team

Our professionals and staff bring a collective 125 years of financial planning and customer care experience to our clients. Each of our professional strengths contributes to our shared vision of exceptional service.

Link to: Paul J. Mariano, ChFC®, MSFS, CLU®, CFBS, Financial PlannerLink to: Jason Castaldi, Financial PlannerLink to: Mack Cianciolo, Financial Advisor
Link to: Evan Centopani, Financial AdvisorLink to: Lou Giangrande, Financial AdvisorLink to: Dan Zuccarini, Financial Professional
Link to: John Centopani, Client Relationship ExecutiveLink to: Elizabeth Harrigan, Client Experience CoordinatorLink to: Max Trama, Client Relationship Manager