Our Pennsylvania Team

Home /

Pennsylvania

Your Best Interests Will Always Come First

Our team of qualified financial advisors and wealth managers is experienced in helping clients navigate the complexities of planning and saving for retirement. Our advisors carry a fiduciary responsibility to always act in their clients’ best interests.

Our Team of Trusted Financial Professionals

Ralph Grauso

Founder & CEO

Josiah Grauso, CSA

President, Financial Advisor

Taylor Munoz

Vice President, Financial Advisor

Our Support Team

Heather Otto

Licensed Client Service Advisor

Sarah Grauso

Office Manager

Joy Manno

Director of Marketing Operations

Kelly Martinez

New Business Processor

Kimberlee Turner

Client Service Specialist

Andrea Blanchard

Client Service Assistant