Skip to main content

Meet Our Team

We have a diverse team of smart, friendly and professional personnel committed to making your financial life easier. We take time to understand the intricacies of your life and we assist you in streamlining the various tasks associated with managing your financial wealth.

Our wealth management team serves you in the way that best addresses your own special circumstances, sensitivities and concerns. We are ardently focused on delivering results and exceeding expectations.

Our culture is based on individual accountability, integrity and rewarding staff committed to broadening their financial competency. We work as a team and our interests are aligned with those of our clients.

It is our commitment to create, nurture, and preserve an inclusive culture, where our differences are celebrated, honored, and used to meet the complex needs of our clients and employees. We believe that collaboration among team members with varying perspectives generates deeper insights and empowers us to better serve our clients and our team every day.

We welcome you to learn more about our cross-functional team, their experience and life outside our organization.

Partners

Kevin R. Luchetta CFP®, AEP®

Partner

Stephen A. Schwartz CFP®, AEP®

Partner

James L. DiNardo CFP®, ChFC®, CLU®, MSFS, RICP®

Financial Representative

Advisors

Brandon I. Luke CFP®

Lead Advisor

Lucas Scocchia CFP®, ChFC®, WMCP®, CPWA®

Lead Advisor

Michael Jay Pezzuto CFP®

Lead Advisor

Susan Ruhland CFP®, CLU®, ChFC®

Sarah Urichianu MBA

Research & Planning

Stephen Atkinson CFP®, CFA®

Lead Research Analyst

Song Sai CFA®, CIPM®

Research Analyst

Brian Broderick

Lead Research Analyst

Colin Kudela

Research Analyst

Operations

Rita Konnov

Director of Operations and Client Service

Wealth Management Support Team

Natali Mas

Executive Assistant

Chris Rivas CFP®, ChFC®

Ilene Medina CDFA®

Jason B Balish

Business Development

Aissa Diop

Executive Assistant

Diversity, Equity, and Inclusion Leaders

Sarah Urichianu MBA

Brandon I. Luke CFP®

Lead Advisor