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Our Team
Terry Stanger
CFP®
Co-Founder
CERTIFIED FINANCIAL PLANNER™
Michael Orecchio
Financial Advisor, Co-Founder & Partner
Randy Ramos
Financial Advisor
Ellis de Jesus
CFP®, CHFC®
Financial Advisor
Mark Terwilliger
CHFC®, CPFA®, NQPA™
Wealth Manager / Financial Advisor
Zachary Brown
CRPC®
Financial Advisor
Kenneth Conte
CFP®
Financial Advisor
Nathan Kriplin
CFP®
Financial Advisor
Anthony de Gaston
Operations Manager
Megan Lozano
Client Services
Annaliese Pardieu
Client Services
Brynn Rene
Client Services
Ivonne Orecchio
Events and Marketing Coordinator
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