Our Team

Meet the professionals who can help you pursue your goals.

FOUNDER

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.

Goldstone Financial Group

Senior Advisors

Brian Korienek

SENIOR ADVISOR

Phillip Shaw, CFP®

SENIOR ADVISOR

Justin Reppy

SENIOR ADVISOR

Joe Davidson

SENIOR ADVISOR

Richard Lombard

SENIOR ADVISOR

Harry Andler

ASSET PROTECTION SPECIALIST

Goldstone Financial Group

Account and Servicing Specialists

Sharon Applegate

ACCOUNT & SERVICE TEAM MANAGER

Riva Rush

SENIOR ACCOUNT SPECIALIST

Amy Caria

Account Specialist

Goldstone Financial Group

Planning

Dawn Shanahan

PLANNING MANAGER

Goldstone Financial Group

Client Relations Team

Samantha Beavers

DIRECTOR OF CLIENT RELATIONS

Teresa Perez

CLIENT RELATIONS MANAGER

Sydney Arsenault

CLIENT CONCIERGE

Tina Alanis

Client Relations Associate

Goldstone Financial Group

Business Development Team

Jennifer Park

BUSINESS DEVELOPMENT MANAGER

Jillian Watson

EVENT MANAGER

Siddhi Naik

BUSINESS DEVELOPMENT COORDINATOR

Matteo Pellegrino

DIGITAL COMMUNICATIONS SPECIALIST

Goldstone Financial Group

Operations

Melissa Schofding

OPERATIONS MANAGER

Goldstone Financial Group

Compliance & Accounting

Compliance​

Jeff Weglarz

CHIEF COMPLIANCE OFFICER

Accounting

Melissa DaRosa

CONTROLLER

Our Impact

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy please contact us today.