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Our Team

Partners

John Marchisotta

JM_bio_pic2Title: Managing Partner
Certifications:  CFP®, ChFC, AIFA®
Areas of Expertise: Personal Financial Planning and Investment Management

John Marchisotta, CFP®, ChFC, AIFA® is the Managing Partner of our Firm. He is responsible for leading our firm and achieving our mission of providing unbiased expert advice to our clients. John has over 25 years of experience providing Personal Financial Planning advice to families and Retirement Plan Consulting advice to Trustees. He began his career as a tax accountant with our Parent Company, Satty, Levine & Ciacco, CPAs, P.C. in 1990. Mr. Marchisotta is the chairman of our firms Investment Policy Committee.

“We will relentlessly pursue our clients best interests at all times. Being a fiduciary is not a part time affair, it is a way of life, a core belief, a guiding light”

Roger T. Ciacco

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

Roger Ciacco, CPA, PFS, CFP® is one of the firm’s Partners. Roger concentrates his efforts on personal financial planning and family wealth preservation. It was under his guidance that Pivotal Planning Group, LLC was created. He recognized that our clients needed more than just traditional accounting services and he had the foresight to position our firm for the future. His decision to form Pivotal was influenced by his frustration of not being able to find unbiased financial advice for our clients. Roger is a member of our firms Investment Policy Committee and plays a critical role in the fixed income decisions of our firm’s investment strategies.

“Follow the money, if you see significant money flowing into an investment or insurance product, there is always a substantial incentive for the salesmen. I didn’t want to just sell the next best product, I wanted to start a firm that gave unbiased advice based on research and education”

Frank W. Sluter

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

Frank W Sluter, CPA is one of the firm’s Partners. Frank works closely with our Not-For-Profit, Pension, Profit-sharing and 401k Plan clients. For the 2006-2007 season, Frank served as the President of the Nassau Chapter of the NYSSCPA. Frank also serves as the managing partner of our parent company, Satty, Levine & Ciacco.

“People don’t just need an accountant, they need a firm that is planning for their future by looking at their entire financial picture. I’m honored to be able to continue the legacy of a firm that has always placed our clients first”

Robert E. Bertucelli

RB_bio_picTitle: Partner
Certifications: CPA, CFP®, CLU
Areas of Expertise: Individual, Corporate and Estate Tax Planning

Robert E. Bertucelli, CPA, CFP®, CLU is one of the firm’s Partner’s. He specializes in planning around complex individual, corporate and estate taxation issues. Bob was a Professor of Accounting and Taxation at the C.W. Post Campus of Long Island University. In 2001 he was awarded the Emanuel Saxe Award from the New York State Society of CPA’s for “Outstanding CPA in Education”. Bob resides in North Carolina, just an hour south of our office in Norfolk Virginia.

Larry Marchisotta

LM_bio_picTitle: Partner
Certifications: CPA, PFS, CFP®
Areas of Expertise: Estate and Business Succession Planning

Larry Marchisotta, CPA, PFS, CFP® is one of the firm’s Partner’s. He is dedicated to assisting business owner’s increase their enterprise value by helping them develop a successful employee benefits plan and a long term business succession plan. This often leads to working with individual clients on personal wealth preservation and gift, trust and estate tax matters.

Advisers

Michael J. Desmond

MD_bio_picTitle: Senior Financial Adviser & Business Consultant
Certifications: CIMA, AIF, MBA
Areas of Expertise: Retirement Plans and Portfolio Management

Michael is the director of the Retirement Plan services division at Pivotal. Mr. Desmond brings to the firm extensive knowledge in all areas of retirement planning, captive consulting and investment management. His experience as a business consultant has proven invaluable to business owners facing the challenges of growing, operating and transferring their businesses. Mr. Desmond is a member of our Investment Policy Committee.

Desmond received a MBA in Banking and Finance, graduating Summa Cum Laude from Dowling College and is a member of the Delta MU Delta National Finance Honor Society. By earning the Accredited Investment Fiduciary professional designation he has received formal training in investment fiduciary due diligence and responsibility. The AIF designation is awarded by the Center for Fiduciary Studies associated with the University of Pittsburgh. Mr. Desmond is also a member of the Investment Management Consultants Association, and earned the Certified Investment Management Analyst designation from the Wharton School of Business. His multiple degrees and experience help the firm’s Investment Policy Committee research new Investment opportunities.

Michael resides on Long Island with his wife and their two daughters.

Michael Kelly

MK_bio_picTitle: Senior Financial Adviser & Director of the Firm’s Norfolk, VA Office
Certifications: CFP®, MS
Areas of Expertise: Personal Financial Planning and Investment Management

Michael Kelly, CFP® joined Pivotal Planning Group, LLC as a Senior Financial Adviser & Director of the Firm’s Norfolk, VA Office in July of 2017. His addition represents a commitment on the part of the firm to serve the needs of our clients in Virginia and North Carolina. Michael brings with him an extensive knowledge of financial planning and wealth management strategies. He began his career in finance in 1999 with a financial planning firm on Long Island, New York, specializing in providing financial services and guidance to high net worth individuals, families and business owners. He continued his career locally as a financial consultant with an international brokerage firm and as a client relationship manager with a large national bank, further rounding out his financial skills in aiding high net worth and ultra-high net worth clients. Michael then spent 9 years working with a VA based money management firm, and established the firm’s financial planning services. He is a CERTIFIED FINANCIAL PLANNER ™ Professional and holds both a bachelor’s and master’s degree from Old Dominion University.

James P. Diver

JD_bio_picTitle: Financial Planner and Investment Adviser
Certifications: CFP®
Areas of Expertise: Financial Planning, Portfolio Management and Retirement Plan Consulting

James P. Diver, CFP® is a financial planner and member of our firms Investment policy committee. James is passionate about helping clients meet their goals. He is responsible for investment research, portfolio management and helping develop in-depth client financial plans. He is also responsible for helping market the firm’s vision through new technologies, he is constantly helping the firm adapt to the changing investment advice and financial planning landscape in which our firm exists. James is a member of our Investment Policy Committee. He has been with the firm since he graduated from Baruch College’s Zicklin School of Business in 2013. Mr. Diver is also a CERTIFIED FINANCIAL PLANNER ™ Professional.

Associates

Barbara Waller

BW_bio_picTitle: Client Relationship Manager
Areas of Expertise: Client Relations and Operations

Barbara Waller has over 25 years of client relationship and operational experience in the financial services industry. Barbara joined the firm in 2009 and has played an integral role in client relations. Some of the many services she assists clients with include, account administration, transfers, and coordinating with estate planning attorney’s and CPA’s. Her commitment to ensuring our client’s needs are met efficiently helps our clients feel at ease with the financial planning process. Barbara is the cement to our firm’s structure and clients regularly say “she is like family” and “I feel like she is my neighbor”.

Noreen Kalt

NK_bio_picTitle: Financial Planning Associate
Areas of Expertise: Financial Planning, Client Services and Operations

Noreen Kalt is a passionate and sincere self-starter. She brings over 25 years of experience from many aspects of finance to our firm. Her dedication to professional and personalized client services helps the firm deliver an exceptional value driven experience to all of our clients. As an associate to the Senior Advisers of the firm she utilizes her well rounded experience in Investments and Insurance to help support in developing client plans. Noreen also works with the Retirement Plan Consulting division to help provide fiduciary services to Businesses. She takes pride in her attention to detail and continued efforts in helping business operations run efficiently. Noreen left the brokerage industry because she knew there was a more transparent way to help people achieve their financial goals. She also believes in a holistic lifestyle and is passionate about helping people meet their highest potential. We are happy to have her as part of the team at Pivotal Planning Group, LLC.