OUR EXPERIENCE

With more than 100 years of combined experience, we have earned the industry’s most respected credentials from the Chartered Financial Analyst Institute, Certified Financial Planning Board and Masters of Business Administration from private Ivy League Universities.

Philip G. Palumbo, CFP®

Founder, CEO and Chief Investment Officer
READ BIO

Our Team

Killana Williams

Chief Operating Officer and Chief Compliance Office
Read Bio

Peter Dizdar

Senior Private Wealth Advisor
Read Bio

Doug Augenthaler, CFA®

Chief Portfolio Strategist
Read Bio

William L. Gordon

Senior Advisor
Read Bio

Stephen J. Engel

Senior Private Wealth Advisor
Read Bio

Matthew J. Davie

Matthew J. Davie IV

Private Wealth Executive
Read Bio

Advanced Planning Strategic Partners

Thomas Baranello

Baranello & Associates
Read Bio

Neil Byalick

Schlussel & Byalick, LLP
Read Bio

Eileen Shovlin

Crump Life Insurance Services
Read Bio