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 top-tier 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 Pellegrino​

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 client’s unique set of needs and goals.

Tax Planning Team

Liz Esarey, CPA

DIRECTOR OF TAX PLANNING

Jessica DeBold, CFP®, EA

DIRECTOR OF ADVANCED PLANNING

Senior Advisors & Advisory Support

Pat Quinn

DIRECTOR OF FINANCIAL EDUCATION

Phillip Shaw, CFP®

SENIOR ADVISOR

Ashlee Walton, CFP®

SENIOR ADVISOR

Justin Reppy

SENIOR ADVISOR

Joe Davidson

SENIOR ADVISOR

Kamil Bonifaciuk, CFP®

SENIOR ADVISOR

Max Rinn

SENIOR ADVISOR

Patrick Peck

FINANCIAL ADVISOR

Harry Andler

ASSET PROTECTION SPECIALIST

Jared Rus

ADVISORY SUPPORT

M.S. FAMILY FINANCIAL PLANNING

Matteo Pellegrino

ADVISORY SUPPORT

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

Melissa Johnston

CLIENT RELATIONS ASSOCIATE

Lisa Sanchez

CLIENT RELATIONS ASSOCIATE

Alison Brodhacker

CLIENT CONCIERGE

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

Operations

Melissa Schofding

OPERATIONS MANAGER

Wealth Planning Team

Dawn Shanahan

DIRECTOR OF PLANNING

Viet Truong

SENIOR PARAPLANNING SPECIALIST

Compliance & Trading

Compliance​

Jeff Weglarz

CHIEF COMPLIANCE OFFICER

Trading

Jarrad Sanchez

SENIOR TRADING ANALYST

Accounting

Compliance​

Jeff Weglarz

CHIEF COMPLIANCE OFFICER

Accounting

Melissa DaRosa

CONTROLLER

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