2975 Westchester Avenue
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,...
Peter launched his entrepreneurial spirit early in his career, having managed multiple businesses throughout the last 24 years. When he made the decision to accompany Lisa on the adventure of starting a financial services firm, he knew...
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