Meet the Team
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Jan F. Jumet, CPFA, JD,
MS-TaxIndependent Financial Advisor
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Jesse A. Pigoni, CFP, CPFA, CRC
Independent Financial Advisor
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Samuel L. Berdine
Independent Financial Advisor
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Grayden R. Jackson
Junior Trading Associate
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Madeline M. Knowles
Office Administrator & Client Service Officer
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Carrie L. Clerici
Compliance & Operations Assoc./Office Manager
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Melissa A.
Busso, CPFACompliance & Operations Manager
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Jacob E. Delisio
Human Resources and Finance Officer
