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MEET THE TEAM
COMPANY FOUNDERS
Allow us to secure your financial future.
STRATEGY EXPERTS
John Vitolo
Managing Director
Landon Meadows
Wealth Strategist
Robert Hagg
Director of Wealth Strategies
Karol Krucinski
Head of Portfolio Management
CFA Level III Candidate
Roman Moldavsky
Head of Operations
Andrew Anderson
Business Development Specialist
Gregory Skidmore
Chief Compliance Officer
Joseph Palumbo
CEO & Founder
John Vitolo
Managing Director
Matthew Alfonzetti
CEO & Founder
We’ve changed the conversation about money to provide clarity, coordinated planning and to systematically empower wealth building. We ask the right questions to learn about you and where you want to go. How we get there sets us apart.
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