Meet the team

Our Associates

We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.

Meet Our Team

Joseph A. Siragusa

Managing Principal
Financial Advisor

Phone Number

(866) 970-0707

Mr. Siragusa is a seasoned financial professional with over a decade of experience specializing in comprehensive wealth management. He is dedicated to helping individuals, families, and business owners build, preserve, and transfer wealth through customized financial strategies aligned with their long-term goals.

Mr. Siragusa earned a Bachelor of Science degree with a concentration in Finance from Monmouth University. Mr. Siragusa is an Investment Advisor Representative (IAR) and he holds the Series 7, Series 66, Series 24, and SIE securities registrations, along with Accident, Health and Life insurance licenses. He is currently registered to conduct securities business in the following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KY, LA, MA, MD, NJ, NY, NC, NH, PA, RI, SC, TN, TX, VA, WV, and WI.

Known for his personalized approach and commitment to client success, Mr. Siragusa provides guidance across all areas of wealth management, including investment planning, retirement strategies and legacy planning.

He resides in Freehold, New Jersey, with his wife, Gabrielle, and their three children-Joseph Jr., Gianna, and Giulia.

Patrick T. Monahan, CRPS

Financial Advisor
Chartered Retirement Plans Specialist

Email Address

pmonahan@wfafinet.com

Phone Number

(866) 970-0707

After joining the team in 2020, Mr. Monahan has become a trusted advisor eager to help clients reach their goals. Mr. Monahan holds the following securities registrations: Series 7, Series 66 and the SIE. Mr. Monahan is licensed and currently conducts securities business in the following states: AK, AZ, CA, CO, CT, DC, FL, GA, IN, LA, MA, MD, NH, NJ, NY, NC, OH, PA, SC, TN, TX, VA and WV.

Mr. Monahan currently resides in Monmouth County with his wife, Janelle. Spending his time off coaching baseball, playing golf and cooking for friends and family.

Certificates

CRPS

Nathan J. Innocenti

Client Associate

Phone Number

(239) 307-1003

Nate Innocenti is a Client Associate with Wells Fargo Advisors Financial Network, where he has been supporting clients and the advisory team for nearly two years. In his role, he is committed to delivering exceptional client service and helps ensure a seamless experience for individuals and families as they pursue their financial goals.
Nate earned his Bachelor of Science in Finance from Florida Gulf Coast University (2020–2024), with a concentration in Financial Management and Analysis. Prior to college, he graduated from Notre Dame High School in Lawrenceville, New Jersey (2016–2020).
Dedicated to continuing his professional development, Nate has earned his Life Insurance License and the Securities Industry Essentials (SIE).
Outside of the office, Nate enjoys golf, fitness, and staying active in the Southwest Florida community.