Our Commitment to You
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
Peter J. Russo
- CEPA
- Managing Director - Investments
- Senior Financial Advisor
MY STORY
Wouldn’t it make sense if your financial advisor, investment banker, CPA, tax attorney, and estate planning attorney all communicated with one another? I thought so, too. As your financial advisor and holder of the Certified Exit Planning Advisor® designation, I help coordinate services and communication between all your advisors and help educate you on the structures and disciplines necessary to implement a successful exit of your business. Whether you are selling to the next generation, employees, a financial or strategic buyer, or simply liquidating private or public stock, a coordinated approach is the key to transitioning your business in the most seamless and tax efficient manner. As a liaison between your financial and other trusted advisors, I bring cohesion to your financial world and help simplify your life.
I have spent over 30 years helping business owners and corporate executives navigate the complexities of wealth concentration. I have attained the experience and a level of education required to help clients implement their monetization strategies. During my meetings with you, I will take the time to help you determine a course of action based on your specific goals and objectives. I can coordinate this effort with the appropriate legal, tax and investment banking team to ensure that a comprehensive and coordinated approach is taken to help you achieve your stated goals. Without a coordinated approach, I have seen individuals who are going through transitions leave millions of dollars on the table.
I am a regular panelist at Merger & Acquisition events, speaking to the strategies employed by business owners and executives to create liquidity and preserve wealth for themselves, their family, and employees.
Wouldn’t it make sense if your financial advisor, investment banker, CPA, tax attorney, and estate planning attorney all communicated with one another? I thought so, too. As your financial advisor and holder of the Certified Exit Planning Advisor® designation, I help coordinate services and communication between all your advisors and help educate you on the structures and disciplines necessary to implement a successful exit of your business. Whether you are selling to the next generation, employees, a financial or strategic buyer, or simply liquidating private or public stock, a coordinated approach is the key to transitioning your business in the most seamless and tax efficient manner. As a liaison between your financial and other trusted advisors, I bring cohesion to your financial world and help simplify your life.
I have spent over 30 years helping business owners and corporate executives navigate the complexities of wealth concentration. I have attained the experience and a level of education required to help clients implement their monetization strategies. During my meetings with you, I will take the time to help you determine a course of action based on your specific goals and objectives. I can coordinate this effort with the appropriate legal, tax and investment banking team to ensure that a comprehensive and coordinated approach is taken to help you achieve your stated goals. Without a coordinated approach, I have seen individuals who are going through transitions leave millions of dollars on the table.
I am a regular panelist at Merger & Acquisition events, speaking to the strategies employed by business owners and executives to create liquidity and preserve wealth for themselves, their family, and employees.
Contact
Tamana Nowrozzada
- Client Associate
- Administrative Assistant
Tamana has nearly 15 years of experience in the financial industry, both at Wells Fargo Bank, N.A., as a Business Specialist/Business Associate and at Wells Fargo Advisors as a Client Associate and Administrative Assistant. She provides operational and marketing support for the team and has a hands-on approach when working with clients. Tamana currently resides in Bristow, Virginia, with her elementary school-aged daughter. She enjoys photography, travel, and entertaining.
Zack Visco
- Client Performance Analyst
Zack Visco is the Lead Wealth Client Performance Analytics Consultant working with Pete Russo. He has worked in the industry since 2017. As a wealth planning-based practice, Zack and his team resources work with multiple families to navigate life's toughest financial decisions and help them reach their financial planning goals. Zack works with clients in a wide facet of areas from retirement planning to constructing goals-based investment portfolios.
Zack Visco is a proud graduate of Virginia Tech's Pamplin College of Business and is an avid Virginia Tech fan. He lives in Fredericksburg, Virginia with his wife Jennifer Visco. He enjoys many weekends down at Lake Anna, Virginia.
Zack Visco is a proud graduate of Virginia Tech's Pamplin College of Business and is an avid Virginia Tech fan. He lives in Fredericksburg, Virginia with his wife Jennifer Visco. He enjoys many weekends down at Lake Anna, Virginia.