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Access to Specialists

A Team Approach is the Best Approach

Just like it takes a village to raise a child, it takes a team of specialists to help you live your best life.  That’s where we come in.  You have doctors, attorneys, and tax professionals you rely on to keep your life running smoothly, and we are prepared to uphold the same fiduciary responsibility for your financial future.

Mark  DiOrio

Mark DiOrio CFA

Chief Investment Specialist

Joe Gallego

Joe Gallego

Medicare Specialist

Carla Merlak

Carla Merlak

Tax Specialist

Mrs. Jennifer Eseed

Mrs. Jennifer Eseed

Estate Planning Specialist