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Our Team

 

john

John Marchisotta

Title: Managing Partner
Certifications: CFP®, ChFC, AIFA®
Areas of Expertise: Personal Financial Planning and Retirement Plan Consulting


Full Biography
roger

Roger T. Ciacco

Title: Partner
Certifications: CPA, PFS, CFP®
Areas of Expertise: Personal Financial Planning and Family Wealth Preservation


Full Biography
frank

Frank W. Sluter

Title: Partner
Certifications: CPA
Areas of Expertise: Not-For-Profit, Pension, Profit-sharing and 401k Plans


Full Biography
robert

Robert E. Bertucelli

Title: Partner
Certifications: CPA, CFP®, CLU
Areas of Expertise: Individual, Corporate and Estate Taxation


Full Biography
larry

Larry Marchisotta

Title: Partner
Certifications: CPA, PFS, CFP®
Areas of Expertise: Employee Benefit and Long Term Business Succession Plans


Full Biography
Michael

Michael J. Desmond

Title: Senior Adviser & Business Consultant
Areas of Expertise: Retirement Plans, Captive Consulting and Portfolio Management


Full Biography
james

James P. Diver

Title: Financial Planner and Adviser
Areas of Expertise: Financial Planning & Retirement Plan Consulting


Full Biography
barbara

Barbara Waller

Title: Financial Planning Assistant
Areas of Expertise: Operations and Client Relationship Management


Full Biography
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