Philip Cappelleri

Joseph is a CERTIFIED FINANCIAL PLANNER™ professional with over eight years of experience in the industry of financial planning. He specializes in working with young professionals, like himself, particularly those who work in law, finance and accounting. 

"As businesses become more efficient and technology advances, more is expected out of professionals, particularly millennials. My goal is to relieve my clients of any financial angst so that they may spend their time living their best lives."

Joseph currently lives in Staten Island, NY with his wife, Heather, son, Dominic, and corgi-dog, Arthur. He is a die-hard NY sports fan- favoring the Yankees, Rangers, Giants, and Knicks. When he's not working, he enjoys playing softball, cooking, or finding the next best food joint in NYC.

Scott is a CERTIFIED FINANCIAL PLANNER™ professional and uses his planning expertise to help put together sophisticated plans for our clients. He has almost 20 years of experience in the industry, and has been a part of this team since 2016. 

Scott currently lives in Westchester, NY with his family. When he isn't busy putting together plans, he is often riding his bike and listening to music. 

Maria has been a part of our team for over 17 years. She services our insurance business, seamlessly onboarding and assisting clients from the start of underwriting to the claims process. 

She currently resides in Seaford, NY, with her husband Rich, children Meghan & Justin, and the cutest Havanese, Jack.

In her down time, Maria loves to cook and go on hikes with the family. 

Andra is the team's client relations manager. She primarily manages our investment services, and has been doing so for over 10 years. 

Andra currently lives in Bronx, NY with her family, and enjoys long walks and hiking.