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.
Tax Planning Team
Advisors & Advisory Support
George Lertpatanakul, CFP®, CLTC®, EA
SENIOR ADVISOR
Jared Rus
FINANCIAL ADVISOR
M.S. FAMILY FINANCIAL PLANNING
Galo Baca
FINANCIAL ADVISOR
Matteo Pellegrino
ADVISORY SUPPORT
Wealth Planning Team
Dawn Shanahan
DIRECTOR OF PLANNING
Ryan Marietta
SENIOR PLANNING SPECIALIST
Compliance & Trading Team
Asset Protection Team
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, MBA
DIRECTOR OF CLIENT RELATIONS
Tina Alanis
Client Relations Associate
Alison Brodhacker
CLIENT CONCIERGE
Lisa Sanchez
OFFICE MANAGER
Melissa Johnston
CLIENT RELATIONS ASSOCIATE
Dorothy Orozco
CLIENT Concierge
Nicole Celestino
CLIENT RELATIONS ASSOCIATE
Nadia Pellegrino
CLIENT RELATIONS ASSOCIATE
Business Development Team
Jennifer Macari
DIRECTOR OF MARKETING
Ryan Hernandez
DIRECTOR OF DIGITAL MARKETING
Siddhi Naik
BUSINESS DEVELOPMENT COORDINATOR
Leticia Delgado
BUSINESS DEVELOPMENT COORDINATOR
Maria Provenzano
DATA ANALYST
Melissa Limon
BUSINESS DEVELOPMENT COORDINATOR
Emma Shararah
BUSINESS DEVELOPMENT COORDINATOR
Amy Fillers
BUSINESS DEVELOPMENT COORDINATOR
Stephanie Behnke
BUSINESS DEVELOPMENT ASSISTANT
Operations Team
Jeff Weglarz
Operations Director
Melissa Schofding
OPERATIONS MANAGER
Accounting Team
