Armando David Vacca Dipl. B., CFP, R.F.P., Certified Financial Planner,Registered Financial Planner
Founder/Manager/Partner Armando is entrusted with the ongoing vision of the firm. Armando's responsibility is to act as a "personal financial/stewardship coach." He oversees the overall operation including the evolving and unique method of financial / stewardship planning which has become the hallmark of the firm.
Larry Teatero B.A., Associate Planner
Manager Planning Services Assistant to Armando, Larry performs the role of associate planner, acting as "personal financial/stewardship coach" to families and individuals. Larry will be able to answer questions related to planning issues as they relate to families at various stations in life.
Helen McCulloch Manager Planning Administration Assistant to Armando, Helen assists in the marketing effort. All referrals and appointments should be directed through Helen. Helen is also responsible for the expediting, placing and maintaining of the administration related to financial products and services placed with us, with an emphasis on insurance and investments
Lori Vacca Dipl. B.,
Co-founder/Manager/Partner Lori oversees basic tax preparation. She is also responsible for other office administration, including business accounting, payroll and assisting in technology development.
Dominic Agresta CFP, Certified Financial Planner
Assistant Manager Planning Services & Administration Assistant to Armando, Dom assists with clients, as well as planning creation, delivery and implementation. Dom will be able to answer questions related to planning issues as they relate to families at various stations in life.
Alison Hannam Services Assistant - Investments Assistant to Armando and Dominic, Alison is responsible for the administration and daily paper flow for investments. Service and investment related questions may be handled by Alison.
