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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Partners

Robert Cepeda

Founding Partner, CFPⓇ

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Nicholas Tuck

Founding Partner, Wealth Advisor

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Advisors

Anthony Natrella

Financial Advisor

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Roger Pikul, Jr. MBA

Financial Advisor, MBA

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Sandeep Patel

Financial Advisor

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David Hasbrouck

Financial Advisor

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Peter Frunzi

Financial Advisor

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Robert "Bob" Howerter

Financial Advisor

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Kenneth Flood

Financial Advisor

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John Karas

Health benefits Advisor

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Bill Niederauer

Investment Advisor

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Administrative Team

Eileen Nitschke

Operations Associate

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Diane Connolly

Director of Quality Control

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Jessica LoRubbio

Team Leader

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Amy Lauterborn

Executive Assistant to Nick Tuck

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Patricia Sedore

Executive Assistant to Robert Cepeda

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Mary Spall

Client Relations Manager

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Kathy Arnone

Assistant to Roger Pikul

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Kristina Karras

Director of Client Services

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Marketing Team

Darren McCarthy

Director of Business Development

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Leigh Ann Mosca

Marketing Specialist

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