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MEET OUR TEAM

All
Partners
A-E
F-J
K-O
P-T
U-Z

Petrocelli_Neil

NEIL PETROCELLI

STAFF ACCOUNTANT

Rizzo_Jessica

JESSICA RIZZO

SENIOR ACCOUNTANT

Larry Shuman

LARRY SHUMAN

CONSULTANT

Mark Tassinari

MARK TASSINARI, JR.

MANAGER

JENISSA POMALES

SENIOR ACCOUNTANT

John Rizzo

JOHN RIZZO

PARTNER

Kristen Smith

KRISTEN SMITH

WEALTH MANAGEMENT CONSULTANT

Mariya Tsanova

MARIYA TSANOVA

SUPERVISOR

Cathi Rauseo

CATHI RAUSEO

SUPERVISOR

Nick Sampson

NICK SAMPSON

SUPERVISOR

Megan Smith

MEGAN SMITH

DIRECTOR OF MARKETING

Richards_Dave_NEW

DAVE RICHARDS

MANAGING PARTNER

Brian Shoer

BRIAN SHOER

MANAGER

Sok_Amely

AMELY SOK

STAFF ACCOUNTANT

Want to hear more from our team? Check out our blog!

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