Palumbo Team

Alex Palumbo, CFP®

Sr. Advisor

Nate Jefferson, CFP®

Advisor

Dylan Kluender

Sr. Trader

Lauren Spears

Client Service Associate

Bill Artzerounian

Director of Tax Services

Erika Mauro

Client Service Director

Brian Rosen

Sr. Advisor

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Gary Pulford, CTFA

Sr. Advisor