Meet Our Team

Anthony Wojda

Senior Financial Advisor

Phone Number

(845) 483-7952

Jason Siegel

Senior Financial Advisor
PIM Portfolio Manager

Phone Number

(845) 483-7949

Amanda Pillitteri

Client Service Associate

Michael Kirtio

Senior Financial Advisor

Phone Number

(845) 483-7947

Daniel Short

Senior Financial Advisor

Phone Number

(845) 483-7953

Fred Rodriquez

Senior Financial Advisor

Zachary Herring, CFP, ChFC

Senior Financial Advisor

Certificates

CFP, ChFC

Denise Morgantini

Senior Registered Client Associate

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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