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
What we do
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.
What we do
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.
DIRECTOR OF ACCOUNT SPECIALISTS & SERVICING TEAM
Sharon Applegate
ACCOUNT SPECIALISTS & SERVICING TEAM LEAD
Riva Rush
Account Specialist
Cristina Narsolis
CLIENT SERVICING SPECIALIST
Sarina Schutte
CONTROLLER
Melissa DaRosa
SENIOR ADVISOR
George Lertpatanakul
FINANCIAL ADVISOR
Jared Rus
FINANCIAL ADVISOR
Patrick Peck
FINANCIAL ADVISOR
Clayton Dixon
FINANCIAL ADVISOR
Galo Baca
ADVISORY SUPPORT
Matteo Pellegrino
DIRECTOR OF ASSET PROTECTION
Bruce Pusateri
ASSET PROTECTION SPECIALIST
Harry Andler
DIRECTOR OF MARKETING
Jennifer Macari
DIRECTOR OF DIGITAL MARKETING
Ryan Hernandez
BUSINESS DEVELOPMENT COORDINATOR
Siddhi Naik
BUSINESS DEVELOPMENT COORDINATOR
Leticia Delgado
DATA ANALYST
Maria Provenzano
BUSINESS DEVELOPMENT COORDINATOR
Melissa Limon
BUSINESS DEVELOPMENT ASSISTANT
Stephanie Behnke
DIRECTOR OF CLIENT RELATIONS
Teresa Perez
Client Relations Associate
Tina Alanis
CLIENT CONCIERGE
Alison Brodhacker
OFFICE MANAGER
Lisa Sanchez
CLIENT RELATIONS ASSOCIATE
Melissa Johnston
CLIENT RELATIONS ASSOCIATE
Dorothy Orozco
CLIENT RELATIONS ASSOCIATE
Nicole Celestino
CLIENT RELATIONS ASSOCIATE
Nadia Pellegrino
CHIEF COMPLIANCE OFFICER
Jeff Weglarz
HEAD OF TRADING OPERATIONS
Jarrad Sanchez
OPERATIONS MANAGER
Melissa Schofding
DIRECTOR OF PLANNING
Dawn Shanahan
