Associates

 
  • Lee Rosenberg, CFP®

    President

  • Barbara Magor Deel, CFP®, ChFC, MBA

    Vice President, Financial Planning

  • Steven Hoffman, CFP®

    Vice President, Investment Services

  • Brian Amato

    Vice President

  • John L'Abbate, CFP®

    Director of Tax Planning

  • Brett Goldstein

    Director, Retirement Planning

  • Craig Bergen

    Manager, Tax and Financial Planning

  • Jessica Bach

    Wealth Management Services

  • Lorraine Basile

    Client Services

  • Danette Gramegna

    Client Services

  • Karen Hurlbert

    Client Services

  • Marguerite Maldari

    Manager, Client Services

  • Sarah McCarthy

    Receptionist

  • Nicola Nugent

    Office Manager