Get to know my dedicated team

We are committed to providing exceptional customer service to all of our clients.

Our team is available from 8am to 5pm Monday through Thursday. When you reach out to us with a question you can expect a response within 1-3 business days. We expect the same from our potential and active clients to ensure strong communication and trust.

If you need to schedule an appointment with our team please reach out to Dario Steven Arango directly at 518-810-9570 or dario.s.arango@nm.com with dates and times.

To give context on how much time you should schedule for our meeting please review below.

  • Intro Meeting = 10 to 15 mins
  • Discovery Meeting (1st Meeting) = 30 to 45 mins
  • Presentation/Analysis Meeting (2nd Meeting +) = 60 to 90 mins
  • Review Meetings = 30 to 45 mins
Photo of Financial Advisor Dario Steven Arango

Dario Steven Arango

CFP®, RICP®

Financial Advisor

My office is located out of White Plains, NY. My Fiance Jenn and I live in Irvington, NY. 1st Generation Colombian. Growing up in an immigrant household provided a strong work ethic and appreciation to make the most of any opportunity! I'm passionate working with Medical Professionals, Accounting and Tax Professionals, and Married couples. Travel, Rugby, and Golf are my hobbies!

Photo of Wealth Management Advisor Bradford W. Reid

Bradford W. Reid

CFP®, ChFC®, CLU®, RICP®, WMCP®

Wealth Management Advisor

I grew up in the Westchester area. I primarily work with successful medical professionals, other professionals, and pre-retirees/retirees. My areas of expertise include debt management, insurance (disability, life, long-term care, annuities), education funding, investment strategies, retirement income planning, long-term tax efficiency strategies, estate maximization strategies, and estate planning.

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Dawn A Keiling

Administrative Assistant