Our Team

  • Robert W. Volpe CFP®

    Robert W. Volpe CFP®

    President

  • Lisa M. Coello

    Lisa M. Coello

    Office Manager

  • Kerri Pait

    Kerri Pait

    Client Services Manager

  • An elderly woman with short gray hair and glasses, wearing a blue blazer and necklace, sitting in a living room with a couch and large windows in the background.

    Linda Bowling

    Client Service Associate