Who We Are
Our Team
When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances. We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
... Read more.
Read less.
Ryan W. Wilson, CPA, CFP®, CRPC®, AWMA®, AIF®, CEPA®
Executive Vice President / Wealth Management, Financial Advisor
Mark Santaniello, CRPC®, RSSA®
Financial Advisor
Alex Pucilowski, AIF®, CRPC®, CLTC®
Account Executive
Renee R. Rinaldi
Senior Registered Private Client Associate
Patti Betti, MBA
Private Client Associate
Eve Hughes
Private Client Associate
Community Involvement
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.
St. Eulalia Jerry Mahon 5K
Ryan and Patti are proud to have been involved with the St. Eulalia’s Jerry Mahon 5K Run/Walk since it began in 2011—serving on the planning committee, as race-day volunteers, and occasionally as race participants. With the completion of the 15th annual race on July19th, we reflect with gratitude on all that this event has come to represent. We’re proud of the funds raised in support of our parish, humbled by the dedication of the volunteers who show up year after year, and especially thankful for the lasting friendships we’ve formed along the way—including the memory of those no longer with us.
Janney Shredding Event
Clients brought their tax and confidential documents for safe and environmentally safe shredding on-site and enjoyed a BBQ picnic and live music by Jim Carro.
Scranton Area Community Foundation Ribbon Cutting at New Location
Scranton Area Community Foundation opened the doors to a new chapter in a new location in Scranton. This wonderful organization provides great benefits to the community.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
