Our Team
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Kathryn (Kate) Palao, CFP
President & CEO
Investment Advisor Representative -
Joseph Passaniti, CPA
Vice President
Investment Advisor Representative -
Gary Ramuno
Founder
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Laura Benvenuto
Senior Client Service Associate
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Denise Lentini
Administrative Assistant
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Francesca Secola
Tax & Client Service Associate
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Phyllis Froebrich
Tax Preparer
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Patty Masullo Withus
Tax Preparer
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Justin Moritz
Tax & Client Service Associate