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.
President
Jessica DeBold, CFP®, EA
Jessica DeBold began her career in the financial services industry in 2006. As a child, Jessica was inspired to be a part of this industry by watching her father work with his employees and coach them on the steps that needed to be taken to achieve their retirement goals.
Executive Team
Tax Planning Team
Aristotle Makris, CPA, CFP®, MS
Senior Tax Planner,
Masters Degree in
Taxation
Advisors & Advisory Support
Jared Rus, MS
Financial Advisor,
Masters Degree in
Family Financial Planning
Galo Baca, CFP®
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®
Johnathan Irions, CFP®
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®
Joshua Beachler, CFP®
Financial Advisor,
Certified Financial Planner®
Wealth Planning Team
Dawn Shanahan
DIRECTOR OF PLANNING
Ryan Marietta, CFP®
SENIOR PLANNING ADVISOR,
CERTIFIED FINANCIAL PLANNER®
Matteo Pellegrino
ADVISORY SUPPORT
Trading Team
Jarrad Sanchez
HEAD OF TRADING
Scott Altena
Trader
Asset Protection Team
Bruce Pusateri
DIRECTOR OF ASSET PROTECTION
Account Specialists & Servicing Team
Sharon Applegate
DIRECTOR OF ACCOUNT SPECIALISTS & SERVICING TEAM
Riva Rush
ACCOUNT SPECIALISTS & SERVICING TEAM LEAD
Sarina Schutte
CLIENT SERVICING SPECIALIST
Cristina Narsolis
Account Specialist
Client Relations Team
Teresa Perez, MBA
DIRECTOR OF CLIENT RELATIONS
Tina Alanis
Client Relations Associate
Lisa Sanchez
OFFICE MANAGER
Alison Brodhacker
CLIENT CONCIERGE
Dorothy Orozco
CLIENT Concierge
Melissa Johnston
CLIENT RELATIONS ASSOCIATE
Nicole Celestino
CLIENT RELATIONS ASSOCIATE
Nadia Pellegrino
CLIENT RELATIONS ASSOCIATE
Business Development Team
Jennifer Macari
DIRECTOR OF Business Development
Ryan Hernandez
DIRECTOR OF DIGITAL Strategy
Maria Provenzano
DATA ANALYST
Melissa Limon
BUSINESS DEVELOPMENT COORDINATOR
Emma Shararah
BUSINESS DEVELOPMENT COORDINATOR
Amy Fillers
BUSINESS DEVELOPMENT COORDINATOR
Camille Sheetz
Business Development Coordinator
Stephanie Behnke
BUSINESS DEVELOPMENT ASSISTANT
Accounting Team
