Our Team

 
  • Gary Ramuno

    Chairman
    Investment Advisor Representative

  • Kathryn (Kate) Palao, CFP

    President & CEO
    Investment Advisor Representative

  • Joseph Passaniti, CPA

    Director Tax & Financial Planning
    Investment Advisor Representative

  • Laura Benvenuto

    Client Service Associate

  • Denise Lentini

    Administrative Assistant

  • Phyllis Froebrich

    Tax Preparer

  • Patty Masullo Withus

    Tax Preparer