Since opening our doors in 2016, our team has continuously evolved to better serve you, our valued clientele. As part of this commitment, we have looked within our ranks for people who have the leadership skills, knowledge, and experience to help define our path forward. Today, we are pleased to announce that our leadership team has grown by two members — Melissa Ciotoli CFP®, CDFA and Rachel Gelb, SHRM-CP — who will become partners of the firm on June 30.

As partners, they will take on a greater degree of management responsibility. Melissa will lead efforts to further standardize and bolster our financial planning offerings, while Rachel will spearhead the creation of standard operating procedures that will streamline how we deliver on behalf of you and your family.

Please help us congratulate Melissa and Rachel on this exciting, well-deserved step in their professional careers. We encourage you to reach out to our team with any questions.

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