When we ask our clients why they work with us above any other advisors in the country, this is what they tell us:
We believe in the power of relationships. While the love of money is dangerous, the simple fact is that money is one of the most important and intimate parts of all of our lives. If you’re going to trust us with your finances, you should expect us to invest in a relationship that goes beyond just a couple phone calls a year.
We honor our commitments. Our unwavering commitment to our clients, in good times and bad, drives all that we do. When we say we’re going to do something, it’s likely that we’ll do even more. You need to know that your advisor has your back.
We leverage the gift of perspective. We’ve been in the trenches with hundreds of other families and businesses just like yours. We’ve seen decisions that drive success and decisions that ruin futures. We help you leverage that experience and expertise in your own financial life and beyond.
As a mission-driven leader, Rob keeps two primary objectives on his mind at all times. First, be a proactive and resourceful advocate to his clients. Second, put each member of his team in the best position to succeed. After over 20 years as a Wealth Management Advisor, Rob is grateful for every opportunity he has to get in the trenches with his clients and help them make their vision a reality. If Rob’s not in the office, you will find him on the lacrosse field coaching his sons’ teams or out on the water trolling for tuna.
Played Division I Lacrosse at The United States Military Academy (West Point)
Tom has advocated for his clients as a financial advisor for nearly 50 years. He is proud to have been there for his clients in many of their toughest moments and their most joyful achievements. After taking on several leadership roles throughout his career and guiding the opening of an office in Port Jefferson, Tom now balances his time between serving clients and enjoying his family in their new Florida home. We’re honored to incorporate his legacy of hard work and service in our firm’s culture.
Vietnam Veteran (Army)
Tom’s first desk was a cardboard box with a phone on top.
Boating Enthusiast (once caught a 305lb blue marlin on a 24’ boat)
Tara’s superpower is her ability to bring both a powerful boldness and an intentional warmth to everything she does. Daughter to first generation Sicilian- and Irish-Americans, her family is a beautiful example of the balance between closeness and honesty you can feel when working with Tara. Her background as both a bank executive and non-profit consultant gives her a unique perspective in finance, philanthropy, and the impact wealth can create.
Former Corporate Banking Officer at Chase Manhattan Bank, First Union, Scotia Capital
Vice-Chairwoman of Georgetown’s MBA McDonough Alumni Advisory Council
A unique combination of competition and relationship drives everything for Erin. A skill for breaking complex decisions into simple and actionable steps, Erin thrives on the opportunity to help her clients make progress towards their goals. She’s always the first to celebrate the wins and lighten the mood when things get tough. A four-time All American at Georgetown, Erin is a reliable and dedicated team player.
Lauren graduated from Boston University with a bachelor’s degree in Finance and International Management. She currently holds her Series 7 & 66 licenses, her New York Life, Accident, and Health Insurance licenses, and is a CFA Institute Level III candidate.
Lauren lives with her husband, John, and their son, Lucas, in Riverhead, NY.
Heide graduated from Stony Brook University with a bachelor’s degree in American History and earned her master’s degree in Library & Information Science from St. John’s University. She also holds her Series 7 and 66, and New York Life, Accident, and Health licenses.
Heide and her husband John enjoy living close to the Great South Bay in their hometown of Patchogue, NY. They both enjoy reading, going to movies and concerts, and spending time with their daughter who recently completed her bachelor’s degree at Hunter College in Manhattan.
Whitney was born and raised on Long Island. She graduated from Long Island University Post with a bachelor’s degree in Psychology.
She currently holds her NY Life, Accident and Health Insurance License. Whitney has a passion for helping others and loves animals. She is a new resident of Northport and enjoys exploring her new neighborhood with her boyfriend, Jake, and their dog, Hank.
Heidi joined PWM from a private equity fund-of-funds manager, where she was part of the U.S. Operations team. Prior to this, Heidi worked in Marketing and Investor Relations at an alternative asset management firm with a focus on real asset-based strategies. She began her career at Aladdin Capital Holdings, LLC.
Originally from New York City, Heidi now calls Huntington, NY home and enjoys cooking, fitness and exploring the suburbs with her dog, Rosie.
Heidi holds a Bachelor of Science in Finance from Sacred Heart University in Fairfield, CT. She currently holds her Series 7, 63 & 24 licenses.
Kevin graduated from Villanova University, where he was a member of the Division I Men’s Lacrosse team, with a bachelor’s degree in Communications. He currently holds his New York Life, Accident, and Health license and is actively preparing to sit for the SIE and Series 7 exams.
Kevin spends his free time playing golf, and passionately rooting for the New York Jets. He currently lives on in Massapequa, NY.
