Your Wealth. Your Goals.
Your Blueprint.
At Blueprint Wealth Advisors, we believe your wealth strategy should be built around one thing: you.
Your goals, your family, your priorities and the life you want to create are unique. Your wealth plan should be too.
We work with a select group of affluent individuals and families who value a highly personalized approach to managing their wealth. By taking the time to understand what is most important to you, we develop a comprehensive strategy designed to help organize, manage, preserve and ultimately transfer your wealth.
Through our relationship with Wells Fargo Advisors Financial Network, and by coordinating with specialists across different areas of expertise, we can help address the many interconnected aspects of your financial life—from investment and retirement planning to estate planning strategies and wealth preservation.
At the center of our relationship is a six-phase process we call The Blueprint Wealth Plan.
Rather than focusing solely on your investment portfolio, we begin by understanding your complete financial picture and where you want it to take you.
Your Blueprint begins with understanding where you are today.
Through our secure wealth planning technology and personalized questionnaire, we gather the information necessary to create a comprehensive view of your financial life.
This may include your investment and retirement accounts, income, liabilities, real estate, monthly spending, insurance, tax information, estate documents and other assets or financial commitments.
The objective is simple: bring your entire financial life together in one place.
Numbers tell us where you are. Our conversations tell us where you want to go.
We take the time to understand your goals, concerns, priorities and aspirations.
What does retirement look like to you? How much income will you need? What do you want to provide for your children or grandchildren? Are there businesses, properties or other assets that need to be incorporated into your strategy? What would you like your wealth to accomplish during your lifetime and beyond?
This conversation becomes the foundation of your Blueprint.
Once we understand both your financial position and your objectives, we develop your personalized wealth plan.
We walk you through the initial recommendations, evaluate different scenarios and discuss the decisions that may have the greatest impact on achieving your goals.
Together, we refine the strategy until your Blueprint reflects both where you are today and where you want to go.
A financial plan only becomes valuable when it is implemented.
We help translate your Blueprint into specific actions. This may include structuring your investment portfolio, establishing retirement income strategies, reviewing risk management needs and coordinating conversations with your attorney, CPA and other specialists when appropriate.
Our role is to help keep the different pieces of your financial life working toward the same objectives.
Your financial life will change—and your Blueprint should evolve with it.
We regularly review your portfolio and wealth plan to evaluate your progress toward your goals.
Changes in the markets, economy, tax environment, your family, career, business or personal priorities may require adjustments along the way.
When circumstances change, we evaluate what those changes mean for your plan and determine whether action should be taken.
We view wealth planning as an ongoing relationship rather than a one-time event.
As your life evolves, we update your Blueprint to reflect new goals, opportunities and challenges.
Whether you are approaching retirement, selling a business, purchasing real estate, helping your children, planning your estate or preparing the next generation, your strategy continues to evolve with you.
Your Blueprint isn't simply a wealth plan.
It is an ongoing strategy designed to help you make informed financial decisions, understand where you stand and keep your wealth aligned with what matters most to you.
A Team Built Around You
Managing significant wealth can require expertise across many disciplines.
You shouldn't have to coordinate all of those relationships alone.
Your Blueprint team can serve as a central point of coordination for your financial life.
When additional expertise is needed, we can work with appropriate specialists and collaborate with your existing attorneys, accountants and other professional advisors.
The objective is straightforward:
Help keep the people involved in your financial life focused on the same larger strategy—yours.
Christopher Pesce
Managing Principal
Senior Financial Advisor
Senior PIM Portfolio Manager
Email Address
christopher.pesce@wfafinet.comPhone Number
(516) 276-0916Christopher, who has more than 22 years of industry experience and who is an accredited portfolio manager, is a graduate of Fordham University with a degree in finance. Christopher’s background in insurance, coupled with his knowledge of technical analysis and economics, allow the team to better manage risk. By researching financial, political and world events, he translates the information into defensive and offensive strategies for our clients to help put them on a more prudent track toward realizing their long-term goals. Chris' belief is to discuss your life goals and wishes in order to create your personalized investment plan with Blueprint Wealth Advisors. Chris resides in Kinnelon, NJ with his wife and two children, Justin and Matthew.
Debra Bushman
Managing Principal
Branch Manager
Email Address
debra.bushman@wfafinet.comPhone Number
(516) 276-0919Debra started in the financial industry in 1971 with Bache & Co. In 1984, Debra became one of the first female branch managers in New York State. She pioneered the first financial planning office of the newly formed Prudential Bache Securities in Massapequa, NY. For the next 20 years this office was the premier financial planning center on the south shore of Long Island.
Debra joined Wells Fargo Advisors Financial Network in 2025, bringing 40 years of experience in communication and relationship building. She delivers a personalized approach for each client through comprehensive and holistic wealth management.
Debra resides in Massapequa, NY with her husband, Edward. Debra and Edward have been married for 40+ years. Her daughter, Samantha, resides in Pittsburgh, PA and is a graduate of Carnegie Mellon University.
Jonathan Pugach
Financial Advisor
Email Address
Jonathan.Pugach@wfafinet.comPhone Number
(516) 276-0918As his role of a Financial Advisor, Jonathan brings in 2+ years of experience in the financial services industry and holds his Series 7 & 66 registrations. He is focused on establishing closer relationships with our clients to help them manage their day to day service needs. He is responsible for helping ensure the highest level of proactive service to all of our clients.
Born and raised in Locust Valley, NY, Jonathan began his financial career at Merrill Lynch as a Client Associate before moving to UBS and then Wells Fargo Advisors Financial Network. In his free time, he enjoys watching soccer, playing golf and spending time with his Fiance, Uma.
Robert Dolle
Senior Client Associate
Email Address
Robert.Dolle@wfafinet.comPhone Number
(516) 276-0924