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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Yolanda Y. Arteaga
Client Service
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Samuel L. Berdine
Junior Financial Assistant
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Olivia R. Alexander
Community Development & Business Relations
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Madeline M. Knowles
Office Administrator & Client Service Assistant
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Carrie L. Clerici
Office Administrator & Client Service Assistant
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Melissa A.
Busso, CPFACompliance & Operations Manager
