John F. Vieira
Managing Director
With over 20 years of finance experience,
John is skilled at developing…
Bryan P. Landadio
Managing Director
Bryan Landadio is a Certified Financial Planner
(CFP) and Certified Senior…
Patrick Nolan
Managing Director
Pat has nearly 25 years of Financial Planning
experience working with top…
Maryanne Mitchell
Senior Vice President Financial Planning
Maryanne has worked in the financial services fieldfor over 25 years. She has provided…
Ben Ostrove
Senior Vice President Financial Planning
Ben Ostrove has been helping families reach their financial goals for nearly…
Michael Kirkland
Senior Vice President Financial Planning
Mike has extensive experience in tax planning compensation & benefits,…
Justin Forik
Senior Vice President Financial Planning
Justin serves as a trusted member of our advisory team,
working closely with …
Kristin Sanguino
Senior Vice President Financial Planning
Kristin is a Certified Financial Planner with over 20 years of comprehensive financial…
Jake Higgins
Senior Vice President Financial Planning
Jake is a certified financial planner and holds his master’s degree in financial planning…
Carli Piccolella
Senior Vice President Financial Planning
Carli has 13 years of experience building and fostering relationships…
Nicholas Lopes
Vice President
Nicholas serves as a dedicated financial planner,
working closely with…
Tammy Leader
Operations Manager
Karen Dlouhy
Senior Administrator
Zach Sisko
Senior Financial Analyst
Jeanie Gallucci
Client Service Manager
Deborah Cooper
Client Service Manager
Kaitlyn Smith
Financial Analyst
Sean Rave
Financial Analyst
Access to Personal CFO Solutions, LLC (“PCFO”) is only available to PCFO clients pursuant to an Investment Advisory Agreement and accepting delivery of PCFO’s Form ADV Part 1A, 2A and ADV Appendix 1: Wrap Fee Program Brochure and Form CRS. You are encouraged to read these documents carefully. All investments involve risk and may lose money. PCFO does not guarantee the results of any of its advice or account management. This site has been designed for general informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security referenced on the site. Such offers can only be made where lawful under applicable law.