Our Team

Having over 165 years of combined industry experience, we have cultivated a disciplined service ethic and technical proficiency that are both wide and multidisciplinary. As such, we are able to draw on our deep experience and broad knowledge base as we help you navigate all of the important pivot points of your financial lives.

Jason Auerbach

Jason Auerbach

Wealth Advisor | Managing Director

914.848.8305

David Bruckman

David Bruckman, JD, MS Tax, CLU®

Wealth Advisor | Wealth Transfer and Risk Management

914.848.8306

Ashley Burke

Ashley Burke

Tax Associate

914.881.4102

Letizia Carlisto

Letizia Carlisto, CFP®

Head of Advisory Operations | Wealth Advisor

914.848.8304

Sarina Crisci

Sarina Crisci

Chief Operating Officer

914.881.4101

Paul C. Fegan, Jr.

Paul C. Fegan, Jr. CFP®

Managing Partner

914.848.8301

Brianna Garus

Brianna Garus

Senior Tax Administrator

(914)881-4104

Mitzi Gjoni

Mitzi Gjoni

Systems Administrator

914.848-8307

Joseph Kovacs

Joseph Kovacs

Tax Associate

(914) 881-4105

David S. Price

David S. Price, CFP®

Managing Partner

914.848.8302

Nicholas Scenna

Nicholas Scenna

Wealth Advisor

914-848-8311

914-770-7663

Brenna Sherwood

Brenna Sherwood, CPA

Tax Senior Manager

914.881.4103

James Silverman

James Silverman

Wealth Advisor Associate

914-848-8309

Joseph Keith Wilson III

Joseph K. Wilson III, CPA, MST

Tax Partner

914.848.8303

Demetri Limperopoulos

Wealth Advisor Associate

914-848-8312

Elaine Musa

Tax Preparer

914-881-4106

Sherson Alvarez

Tax Associate

914-881-4108