It comes from experience.
Steadiness
Blueprint Wealth Advisors is dedicated to providing clients with the finest individually tailored approach to investing. Our Team assists a select group of affluent clients with investment planning, estate and wealth planning strategies. Drawing on our experience and Wells Fargo Advisors Financial Network's global resources, we develop personalized, strategic solutions to address the complex needs of individuals with substantial wealth. Together with specialists in different areas of expertise, we offer clients a broad range of services including portfolio management, retirement planning, and a full complement of wealth preservation and transfer services. Blueprint's key to success is our six step process utilizing the Financial Goal Analysis.
Phase I - being the Financial Goal Analysis itself, gathering all outside information directly related to our clients, including account statements, liabilities, monthly expenditures, tax returns, estate related documents and all other pertinent documents.
Phase II - is our Discovery Phase, once we receive all of the documents, we will have an in depth conversation to identify our clients needs, wants and wishes.
Phase III - is the Plan Presentation, we will discuss the first draft of the personalized plan and formulate our strategy to assist in meeting our clients goals.
Phase IV - is our Plan Implementation, at this stage, we will allocate the portfolio as needed and have additional conversations based around your needs and coordinate conversations with specialists in these areas.
Phase V - is the Portfolio Review, we will review the plan and portfolio with each of our clients and make any adjustments based on market, economic or life related changes.
Phase VI - the Investment Plan Review, we will update the investment plan as needed to accommodate each of our clients needs.
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