Broker Check

Meet Our Administrative Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Please contact us if you need anything.

David Mele

David Mele

Operations Associate

(845)-343-2244

(845)-343-2210

Carla Hosein

Carla Hosein

Administrative Assistant

(845)-615-9500

(845)-615-9221

Sabrina Ramalio

Sabrina Ramalio

Administrative Assistant

(845)-615-9500

(845)-615-9221

Denise Sohl

Denise Sohl

Administrative Assistant

(845)-615-9500

(845)-615-9221

Mary Davis

Mary Davis

Administrative Assistant

845-534-2110

845-534-2008

Katie Howerter

Katie Howerter

Client Relations Manager

(845)-343-2244

(845)-343-2210

Brianne Page

Brianne Page

Executive Assistant

(845)-343-2244

845-343-2210

Shelisia Nugent

Shelisia Nugent

Executive Assistant

845-615-9500

(845)-615-9221

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.