Our Team

With Over 35 Years Combined Financial Experience
 Eric Tashlein, CFP®

Eric Tashlein, CFP®

Principal, Founder

Brian Parke, CFP®

Brian Parke, CFP®

Partner, Member

Karen Ferraro

Karen Ferraro

Office Manager

Jill Lanese

Jill Lanese

Business Analyst, MBA

Brandon

Brandon

Office Intern

Book a Meeting

See what we can do for you.

Tell a Friend

We love referrals.