Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Hockessin

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Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Director

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge

Bill Starnes, CFP®, MST

Sr. Wealth Advisor

Daniel M. McDermott

Daniel M. McDermott, ChFC®, CFP®, AIF®

Sr. Wealth Advisor

Edward Dunphy

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Manhasset, New York, Radnor, West Hartford

Kevin Dillon

Kevin Dillon, CFP®, CRPC®

Regional Vice President

Hockessin, Manhasset, New York, Radnor

Rachel Roach

Financial Planner

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge

Christina Crawford

Client Service Specialist

Marie Levinsky

Marie Levinsky

Sr. Client Service Specialist

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