OUR TEAM
Damien J. Paumi, CFP®, AIF® CRPC, CPFA®, Wealth Management Advisor
Mt. Arlington, NJ Office • (973) 298-8511 • Email DamienDamien has been providing financial planning solutions since 2001. He specializes in advising individuals and professional service businesses on personal financ…
Diane DeOliveira, CFP®, AIF®, CRPS®, Wealth Management Advisor
Mt. Arlington, NJ Office • (973) 298-8511 • Email DianeDiane takes a collaborative approach to working with clients by engaging them in insightful dialogue that leads to making important life decisions, setting fina…
Guy J. Fernald, ChFC®, CRPC®, AIF®, Wealth Management Advisor
Mt. Arlington, NJ Office • (973) 298-8511 • Email GuyGuy specializes in providing financial planning solutions with a focus on the client/advisor relationship. Working as a fiduciary for his clients, Guy takes spe…
Berge Avedisian, Wealth Management Advisor
New York, NY Office • (212) 719-4500 • Email BergeBerge has been a tax professional for more than 40 years. He specializes in trust and estate accounting, planning and administration. As President of Berge and …
Bruce S. Hesse, CPA, PFS, Wealth Management Advisor
Flemington, NJ Office • (908) 751-5308 • Email BruceBruce Hesse is a certified public accountant (CPA) and a personal financial specialist (PFS). He has been a finance & tax professional for over 30 years, wi…
Mary Anne Bohlinger, CPA, CFP®, Wealth Management Advisor
Ewing, NJ Office • (609) 538-8351 • Email Mary AnneMary Anne Bohlinger is a CPA and CFP® professional. She worked in public accounting and consulting for nine years following graduation and in 1991 established …
Stephen Galli, CFP®, CPWA®, Wealth Management Advisor
New York, NY Office • (212) 719-4500 • Email StephenSteve Galli is focused on investment strategy, asset allocation and wealth management. He has over 25 years of financial services experience serving both instit…