Broker Check

 


I'm thrilled to share an exciting update about the future of my firm! As many of you are aware, over the past year, I've been partnering with Brian Heapps CLU®, ChFC®, Alex Petrovich CFP®, Sean Bove CFP ®, and the MyRemoteFA® team of advisors and staff. Together, we've been working tirelessly to elevate our firm and provide you with even better service.

The MyRemoteFA® Team

Alex Petrovich

Alex Petrovich,CFP®

Head of Innovative Wealth Team

(412) 282-8444

(615) 383-0519

Devon  Costa

Devon Costa

Associate Planner

(518) 801-1054

(615) 383-0519

Joseph Tassiello

Joseph Tassiello

Associate Planner

(718) 916-1686

(615) 383-0519

Melissa  Wiggins

Melissa Wiggins

Director of Client Experience

(615) 515-8152

(615) 383-0519

Michael Iannuzzi

Michael Iannuzzi

Associate Planner

(615) 422-6175

(615) 383-0519

Sean Bove

Sean Bove, CFP®, CPWA®

Head of Innovative Wealth Team Private Client

(615) 469-7971

(615) 383-0519

Your Trust. Our Expertise

Contact Us Today

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.

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