Meet Our Financial Planners
We believe your financial future is far too important to leave up to chance. We view it as our responsibility to thoroughly understand.
schedule a call today
Meet Our Financial Planners
We believe your financial future is far too important to leave up to chance. We view it as our responsibility to thoroughly understand.
schedule a call today Meet Our Financial Planners
We believe your financial future is far too important to leave up to chance. We view it as our responsibility to thoroughly understand.
schedule a call today Appearances On:
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.
Investments
Tax Planning Team
Advisors & Advisory Support
Johnathan Irions, CFP®
Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Masters Degree in Family Financial Planning
Wealth Planning Team
Compliance & Trading Team
Asset Protection Team
Account Specialists & Servicing Team
Client Relations Team
Business Development Team
Operations Team
Accounting Team
