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Our Team

Billy Petzold CDFA®

Billy Petzold CDFA®

Partner & Wealth Advisor

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Billy grew up in Bowie, MD, where his parents instilled the value of living below your means and making financially sound decisions in their children. Before entering the financial services industry....

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Anthony Valentino AIF® CBEC®

Anthony Valentino AIF® CBEC®

Partner & Wealth Advisor

Anthony grew up in Guilford, CT, in a financial household where his father instilled the importance of making sound financial decisions. He started his career in New York...

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AJ Proske Jr. CFP® AIF® CEPA®

AJ Proske Jr. CFP® AIF® CEPA®

Partner & Wealth Advisor

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Client Focus: Solopreneurs & Business Owners 

AJ grew up in Freehold, NJ, in a house where financial planning was an everyday phrase. AJ’s passion for the industry...

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Andrew Greenberg

Andrew Greenberg

Senior Investment Consultant

While Andrew provides assistance across the full spectrum of advisory services, he has two primary areas of focus: First, investment advice guided by an analytical and risk-controlled portfolio construction process...

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Rianna Greenwood

Rianna Greenwood

Client Services Associate

Rianna grew up in Plympton, MA, where her parents began their small business. Her parents have always emphasized the importance of financial planning. Rianna learned...

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Diane Hart

Diane Hart

Wealth Advisor

Diane is our internal tax professional. She is a Registered Tax Return Preparer with the IRS and has run her own successful tax business for the past 25 years...

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Michelle Pichirallo

Michelle Pichirallo

Administrative Assistant

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Carrie Ruegger

Carrie Ruegger

Administrative Assistant

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