team

 

 

Damien J. Paumi, CFP®, AIF® CRPC

  Damien has been providing financial planning solutions since 2001. He specializes in advising individuals and professional service businesses on personal financial planning, retirement income, and estate planning and wealth preservation. Damien believes in being proactive and empowering individuals and business owners to better navigate their financial lives with his…

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Diane DeOliveira, CFP®, AIF®, CRPS®

  Diane has over 10 years of experience as a wealth management advisor. She takes a collaborative approach to working with clients by engaging them in insightful dialogue that leads to making important life decisions, setting financial goals and planning for their ideal future. Diane works with individuals, families and small businesses…

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Guy J. Fernald, ChFC®, CRPC®, AIF®

  Guy specializes in providing financial planning solutions with a focus on the client/advisor relationship. Working as a fiduciary for his clients, Guy takes special care to work alongside them as they navigate towards their financial goals. He believes that clients who work with a trusted advisor who can help…

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Berge Avedisian

  Berge has been a tax professional for more than 40 years. He specializes in trust & estate accounting, planning and administration. As President of Berge and Associates, Inc., he has worked with individuals, small businesses and tax-exempt organizations in planning and preparation of tax returns. He added wealth management…

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Bruce S. Hesse, CPA, PFS

  Bruce Hesse is a certified public accountant (CPA) and a personal financial specialist (PFS).  He has been a finance & tax professional for over 30 years, with a majority of that time spent at Johnson & Johnson.  This gives Bruce an extensive background in restricted stock units (RSUs), stock…

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Stephen Galli, CFP®

  Steve Galli is focused on investment strategy, asset allocation and wealth management.  He has over 25 years of financial services experience serving both institutional and retail clients.  Formerly an investment banker, he joined Solomon Brother’s MBA Associate program after  completing his Master’s degree in Finance at New York University’s…

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Ryan Callahan

Ryan applies an analytical and scientific skill set to the portfolios he manages to maximize the utility of his client's investments. He believes any problem can be solved by identifying the fundamental concepts and applying them towards a practical solution. When not serving his clients, Ryan can be found training…

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Mary Anne Bohlinger, CPA, CFP®

  Mary Anne Bohlinger is a CPA and CFP® professional. She worked in public accounting and consulting for nine years following graduation and in 1991 established her tax practice in New Jersey. Mary Anne advises small business owners and is also focused on assisting individuals in transition: unemployment, retirement, divorce,…

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