Who We Are
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Gary T. Lukachinski, CFP®, CRPS®, MPAS®
Executive Vice President / Wealth Management, Financial Advisor
John R Cortapasso Jr., AWMA ®, CFP®
Michael H. Oliver
Associate Vice President / Wealth Management, Account Executive
Craig Sherrer, AWMA ®
Michael P. Geisen
Assistant Vice President / Wealth Management, Account Executive
Kate Stiegelbauer Fortuna
Senior Registered Private Client Associate
Jessica Wendelken, AWMA ®
Registered Private Client Associate
Grace A. Lukachinski
Private Client Associate
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
SCCOA Golf Outing
The Simmons Point Group was proud to support the Suffolk County Correction Officers Association at their annual golf outing on October 18th.
The Richard O'Brien Foundation
The Simmons Point Group was to continue their support of the Richard J O'Brien Foundation at their annual Networking for a Cause Over Cocktails even on September 20th.
NFBHC 5k Walk 2022
The Simmons Point Group was proud to support the North Fork Breast Health Coalition at their 5k Walk for Breast Cancer Awareness on September 25th.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.