Billy Petzold CDFA®
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....
Anthony Valentino AIF® CBEC®
Schedule a Meeting With Anthony
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...
AJ Proske Jr. CFP® AIF® CEPA®
AJ grew up in Freehold, NJ, in a house where financial planning was an everyday phrase. His father is a financial advisor and has an independent practice. AJ’s passion for the industry...
Andrew Greenberg
Internal Portfolio Analyst
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...
