Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Anthony Wojda
Senior Financial Advisor
Email Address
anthony.wojda@wfafinet.comPhone Number
(845) 483-7952Jason Siegel
Senior Financial Advisor
PIM Portfolio Manager
Email Address
jason.siegel@wfafinet.comPhone Number
(845) 483-7949Amanda Pillitteri
Client Service Associate
Email Address
Amanda.Pillitteri@wfafinet.comPhone Number
(845) 483-7955Michael Kirtio
Senior Financial Advisor
Email Address
michael.kirtio@wfafinet.comPhone Number
(845) 483-7947Daniel Short
Senior Financial Advisor
Email Address
daniel.short@wfafinet.comPhone Number
(845) 483-7953Fred Rodriquez
Senior Financial Advisor
Email Address
frederico.rodriguezjr@wfafinet.comPhone Number
(845) 451-7784Zachary Herring, CFP, ChFC
Senior Financial Advisor
Email Address
zachary.herring@wfafinet.comPhone Number
(845) 483-7944Certificates
CFP, ChFC
Denise Morgantini
Senior Registered Client Associate
Email Address
denise.morgantini@wfafinet.comPhone Number
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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.