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Trusted Financial Planners

Meet the professionals who can help you pursue your goals

What We Do

Our experienced team of professionals will help ensure you receive distinguished service with a plan tailored to your retirement goals. Our team works diligently to help you feel confident knowing our plan will not only get you retired, but stay retired.
Meet Our Team

FOUNDER & CEO

Anthony Pellegrinoā€‹

Anthony Pellegrino has dedicated his practice not only to helping individuals plan for their financial future, but also remaining by their side as a partner in achieving their desired results.

PARTNER & Vice President OF WEALTH MANAGEMENT

Brian Korienek

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement. Brian has a natural passion for crafting the ideal investment portfolio to suit each clientā€™s unique set of needs and goals.

Tax Planning Team

Liz Esarey, CPA

DIRECTOR OF TAX PLANNING

Jessica DeBold, CFPĀ®, EA

DIRECTOR OF ADVANCED PLANNING

Senior Advisors & Advisory Support

Pat Quinn

DIRECTOR OF FINANCIAL EDUCATION

Phillip Shaw, CFPĀ®

SENIOR ADVISOR

Ashlee Walton, CFPĀ®

SENIOR ADVISOR

Justin Reppy

SENIOR ADVISOR

Joe Davidson

SENIOR ADVISOR

Kamil Bonifaciuk, CFPĀ®

SENIOR ADVISOR

Max Rinn

SENIOR ADVISOR

Jared Rus

FINANCIAL ADVISOR

M.S. FAMILY FINANCIAL PLANNING

Andrew Owen

FINANCIAL ADVISOR

Patrick Peck

FINANCIAL ADVISOR

Clayton Dixon

FINANCIAL ADVISOR

Matteo Pellegrino

ADVISORY SUPPORT

Wealth Planning Team

Dawn Shanahan

DIRECTOR OF PLANNING

Ryan Marietta, CFPĀ®

SENIOR PLANNING SPECIALIST

Compliance & Trading

Complianceā€‹

Jeff Weglarz

CHIEF COMPLIANCE OFFICER

Trading

Jarrad Sanchez

SENIOR TRADING ANALYST

Asset Protection & Legacy Planning

Bruce Pusateri

DIRECTOR OF ASSET PROTECTION

Harry Andler

ASSET PROTECTION SPECIALIST

Account Specialists & Servicing Team

Sharon Applegate

DIRECTOR OF ACCOUNT SPECIALISTS & SERVICING TEAM

Riva Rush

ACCOUNT SPECIALISTS & SERVICING TEAM LEAD

Cristina Narsolis

Account Specialist

Sarina Schutte

CLIENT SERVICING SPECIALIST

Client Relations Team

Teresa Perez

DIRECTOR OF CLIENT RELATIONS

Tina Alanis

Client Relations Associate

Nadia Pellegrino

CLIENT RELATIONS ASSOCIATE

Alison Brodhacker

CLIENT CONCIERGE

Lisa Sanchez

OFFICE MANAGER

Melissa Johnston

CLIENT RELATIONS ASSOCIATE

Ingrid Martinez

CLIENT RELATIONS ASSOCIATE

Business Development Team

Lara Galloway

CHIEF MARKETING OFFICER

Ryan Hernandez

DIRECTOR OF DIGITAL MARKETING

Siddhi Naik

BUSINESS DEVELOPMENT COORDINATOR

Leticia Delgado

BUSINESS DEVELOPMENT COORDINATOR

Jennifer Macari

BUSINESS DEVELOPMENT COORDINATOR

Maria Provenzano

BUSINESS DEVELOPMENT COORDINATOR

Melissa Limon

BUSINESS DEVELOPMENT COORDINATOR

Stephanie Behnke

BUSINESS DEVELOPMENT ASSISTANT

Operations

Melissa Schofding

OPERATIONS MANAGER

Accounting

Melissa DaRosa

CONTROLLER

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