How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Christopher Jones, Certified Financial Planner Practitioner™
Certified Financial Planner
516-719-0153
Christopher Jones, Certified Financial Planner Practitioner™, is responsible for the coordination of all client service activity and specializes in helping clients work towards their financial goals through practical and...
Karissa O'Malley
Client Service Coordinator
516-719-0153
Karissa is in charge of our Client Relations Department, our day to day business operations and back office processing. As Client Relationship Manager, Karissa is tasked with establishing, maintaining, and enhancing relationships.
Pat Lanotte, Certified Financial Planner Practitioner™
Senior Financial Planner/ Principal Owner, Branch Manager
516-719-0153
Pat Lanotte, Certified Financial Planner Practitioner™, is the senior financial planner and principal owner of his financial services practice. His practice is supported by a team of experienced financial planning professionals....
Tyler Hartman
Paraplanner
516-719-0153
Tyler is responsible for the coordination of all client service activity and specializes in helping clients work towards their financial goals through practical and personalized financial plans. Tyler assists in the due diligence...