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Our Team


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 a regional CPA firm 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”

Michael J. Desmond

MD_bio_picTitle: Partner, Senior 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: Partner & Director of the Firm’s Virginia Beach, 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 Virginia Beach, 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: Partner, Senior Financial 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. 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.



Cari Walling

Title: Client Service Associate

Cari Walling began her career in financial services as a Sales Associate at Credit Suisse (formerly Donaldson, Lufkin and Jenrette) in 2000.  She spent 12 years supporting high net worth individuals, institutions and family offices with their financial planning and execution.  Cari made the decision to move to Saratoga Springs in 2011 where she joined The Ayco Company, a wholly owned subsidiary of Goldman Sachs & Co.  While at Ayco she headed up the Goldman Sachs Investment Services team.  The team was primarily responsible for supporting the Managing Directors of Goldman Sachs along with Private Wealth Management clients and their self-directed management of assets.  While skiing in Killington, VT Cari met her husband, an FDNY Firefighter. From there she made the transition to Long Island in 2016 to start a family.  She most recently spent two years as a Financial Advisor at Axa Advisors before joining Pivotal Planning Group.   In her free time, Cari enjoys bike riding and spending time with her family.

Terry Crawford

Title: Client Service Associate

Designations: FINRA Series 65, Financial Paraplanner Qualified Professional ™

Terry Crawford brings a flair for organization and systems.  Her expertise in data management and software supports Pivotal Planning Group, LLC in providing an exceptional and consistent client experience. As a former Operations Manager and Investment Operations Associate with fifteen years in the financial services sector, Terry has a gift for creating order out of chaos. She is a hard-working, knowledgeable, and empathetic individual ready to serve clients with utmost care and attention to detail. Her hands-on knowledge and experience in private wealth management make her an exceptional addition to our team. She will take anything you throw at her and tackle it with both patience and perseverance until she crosses the finish line.

Not only is she knowledgeable in financial matters, Terry is trained in the twin fields of cybersecurity and digital forensics, helping to ensure that our client data and financial information stays protected. She is a mother of two, loves reading, long walks on the beach, and spending time with family. She makes her home in Chesapeake, Virginia where she lives with her husband, Kevin, and their golden retriever “Archer”.

Barbara Waller

BW_bio_picIn Loving Memory of Barbara Waller

Barbara Waller touched the lives of so many during her career with Pivotal.  She is deeply missed every day.  In her memory we will sponsor an annual cancer walk to raise money for cancer research.  If you would like to join us please speak with any Pivotal team member for further information.