Our Team
Matthew Senicola, CIMA® CRPC® AAMS®
Branch Manager/Managing Partner
Matthew Senicola has over 26 years of professional experience in the financial services industry, specializing in investment and wealth planning strategies.
Edward Wells CFF® CDFA®
Managing Partner
(516) 795-1700
Edward has been managing client portfolios for over 28 years. He provides independent, personalized financial solutions to clients, their families, and businesses, striving to meet unique financial goals throughout all phases of life.
Joseph DiSanza
Managing Partner
(516)-795-1700
Joseph E. DiSanza has over 32 years of experience in the financial services industry. He has a B.S. degree in Electrical Engineering from NYU-Poly. Qualifications: Series 7 General Securities Representative Series 63 Uniform Securities...
Marcello Lattuca
Managing Partner
(516) 795 -1700
Marcello Lattuca has served the financial services industry for 33 years and has specialized in helping retirees plan for their future. He believes that it is of paramount importance to understand each client's goals, objectives, and risk
Ann Marie Sanfilippo
Executive Assistant
Ann Marie has been working in all aspects of client services for the past 28 years. She holds the title of executive assistant and handles the day to day operations and back office duties of the firm. Ann Marie along with her...