Meet your team

AIF®, C(k)P

Zachary Golen

CEO

BSP, ChFC®

Andrew Starfield

Managing Partner & Financial Advisor

ChFC®, CLU®, CLTC®

Kenneth Podell

Co-Founder & Financial Advisor

ChFC®, CLU®, MSFS, CFBS

Scott Warshaw

Co-Founder & Financial Advisor

CLU®, ChFC®, CLTC®

Ronald Perilstein

Senior Advisor, Insurance Strategies

Charles Fazio

Financial Planner

Grey Mitchell

Investment Operations Associate

CFP®, CPA*

Stephanie Wendling

Senior Manager, Wealth Management Operations.

CFP®

Zoe Tauriello

Financial Advisor

MBA

Emily Zimmerman

Relationship Manager

Sue Cosgrove

Senior Insurance Coordinator

Anna Dinh

Director of Insurance Operations

Mark Farrell

Insurance Coordinator

Jennifer McMahon

Office Manager

Cara Fredericks

Client Service Coordinator

CPFA, CEPA

Dominic Bisirri

Financial Advisor

AIF®, CPFA®

Matthew Kochen

Retirement Plan Specialist

CPFA®

Cameron Mactavish

Business Development

CPFA®

Kathleen Wendling

Relationship Manager

Eileen Davis

Relationship Manager

It all begins with a conversation

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