MICHAEL D. PALMA
Managing Director
I believe in helping you get the most you can out of your financial planning. If you’re like many of our clients, you are serious about your financial journey and the advice you are receiving. You have important questions in the...
LORENA GONZALEZ
Client Services Associate
Lorena has nearly a decade’s experience supporting top advisors and their clients. She communicates with our clients directly to assist with customer service, paperwork processing, account management/maintenance, and proposal...
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MICHELE TERRANOVA
Client Services Associate
Michele has a 12-year financial services background, specializing in client services. She previously worked at Abner Herrman & Brock as well as Hennion & Walsh. She has an Associate Degree in Business Administration from County College...