Our Team

 
  • Wayne A. Russo, CFP®<br><br>

    Wayne A. Russo, CFP®

    Founder/CEO & Financial Advisor

  • David W. Russo, CFP®, AIF®

    David W. Russo, CFP®, AIF®

    President & Financial Advisor

  • Steven D. Russo<br><br>

    Steven D. Russo

    Vice President & Financial Advisor

  • Judith Jones

    Judith Jones

    Client Service Manager

  • Amanda O'Neil

    Amanda O'Neil

    Client Service Associate