2975 Westchester Avenue
Founding Partner & CEO
For 25 years, Lisa M. Rossi has empowered clients by helping them make smart choices about money so they may pursue their goals and keep fulfilling their dreams. Given her entrepreneurial spirit, she founded her independent firm,...
Founding Partner & COO
As Founding Partner & COO of Symmetry Wealth Advisory Group, and Managing Director of Gladstone Wealth Partners, Peter’s role is to help
With over 25 years of experience in the financial services industry, Dan brings a wide depth of financial acumen with a differentiated perspective considering his prior experience as an institutional trader and sales trader, and now...
Client Services Manager
Prior to this role, Dawn has spent her career in client service relations at large fortune 500 organizations delivering diversity, communication and customer service. Sales, marketing and promotions have always centered her career....
Client Relationship Manager
Throughout his career, Matt has serviced high-net-worth clients at Fortune 500 companies utilizing a holistic approach catered to their individual needs. He has advised clients and their families in areas such as investments, income...