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 what matters most to you - because your worth is about far more than your wealth.
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 what matters most to you - because your worth is about far more than your wealth.
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 what matters most to you - because your worth is about far more than your wealth.
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 is President of Goldstone Financial Group, where she brings nearly two decades of experience in financial and tax planning. Known for her client-first philosophy, Jessica ensures that every decision she makes as President is guided by what is best for clients.
Executive Team
Tax, Asset Protection, & Legacy Planning
Financial Advisors & Advisory Support
Jeremy Lam, CFP®
SENIOR FINANCIAL ADVISOR,
CERTIFIED FINANCIAL PLANNER®
Wealth Planning Team
Dawn Shanahan
DIRECTOR OF PLANNING
Hunter Martin
Planning Specialist
Trading Team
Scott Altena
SENIOR TRADING ANALYST
Abby Howard
ASSOCIATE TRADER
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
Operations & Accounting Team
Melissa DaRosa
CONTROLLER
Maria Provenzano
Operations Analyst –
Wealth Management Systems
Business Development
Jennifer Macari
DIRECTOR OF Business Development
Melissa Limon
SEMINAR & EVENT MANAGER
Alison Brodhacker
CLIENT CONCIERGE
Amy Fillers
DIGITAL CONTENT & MARKETING MANAGER
Emma Shararah
DIGITAL CONTENT & MARKETING COORDINATOR
Camille Sheetz
Business Development Coordinator
Nadia Pellegrino
BUSINESS DEVELOPMENT COORDINATOR
Annika Wodziak
BUSINESS DEVELOPMENT & IT SYSTEMS COORDINATOR
Matteo Pellegrino
SEMINAR & ADVISOR SUPPORT SPECIALIST
Client Relations Team
Teresa Perez, MBA
DIRECTOR OF CLIENT RELATIONS
Lisa Sanchez
OFFICE MANAGER
Melissa Johnston
CLIENT RELATIONS ASSOCIATE
Dorothy Orozco
CLIENT Concierge
Tina Alanis
Client Relations Associate
Nicole Celestino
CLIENT RELATIONS ASSOCIATE
OUR LOCATIONS
Corporate Headquarters
Our home office is conveniently located in Oakbrook Terrace, with easy access to shopping, dining & entertainment. We are 30 minutes from downtown Chicago & O’Hare & Midway airports & just steps away from the Oakbrook Center & Yorktown Shopping Center.
OUR LOCATIONS
OUR LOCATIONS
Our other office locations are strategically placed throughout the Illinois, Tennessee, and Wisconsin areas for greater convenience.
