Meet Our Team

Our value doesn’t stop at financial expertise.

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.

 

Robert L. Kilroy , CFP®, CLU®

Wealth Management Advisor

Office 631-592-2017


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Thomas A. Mullany , CASL®, CFP®, CLU®, ChFC®

Wealth Management Advisor

Office 631-592-4073


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Tara Scalia Quilty , MBA, CFP®

Advisor

Office 631-592-2036


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Vincent J. Cagnina , AWMA®

Advisor

Office 631-592-2051


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Lauren Lucas McNeill , CFA®

Director of Strategic Development

Office 631-592-2027


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Heidemarie Sheridan

Director of Investment Operations

Office 631-592-2075


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Victoria DiBenedetto

Investment Operations Associate

Office 631-592-2086


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Rachel Smith

Client Service Representative

Office 631-592-2062


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Joseph Consalazio

Financial Planning Analyst

Office 631-592-2000


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Brandy Nunez

Marketing Associate

Office 631-592-2000


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