Our Team
Our staff will be with you every step of the way on your retirement planning journey. We are dedicated to providing a "concierge" level of service to all of our clients.
Our Team Members
Gary Ramuno* - President, Wealth Manager
Kathryn (Kate) Palao* - Certified Financial Planner®, Vice President
Joseph (Joe) Passaniti* - Certified Public Accountant, Director - Tax & Financial Planning
Laura Benvenuto - Client Service Associate
Denise Lentini - Administrative Assistant
Left to Right: Laura Benvenuto, Gary Ramuno, Joe Passaniti, Kate Palao, Denise Lentini