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Our Team

A History of Building
Successful Relationships

Everything we do is rooted in transparency, communication, and mutual respect. We believe the key to long-term success lies in cultivating collaborative partnerships with advisors and industry experts who share the same values and are committed to changing the lives of our clients for the better. This focus has driven meaningful growth with $9.5B* in assets and offices across the country.

*Data as of 7/3/25, includes a small portion of non-discretionary retirement assets.

Team Members

Benjamin Lake, CFA®, CFP®

Director, Wealth Advisor

New York, NY

Brianna Sankar

Associate, Client Service

New York, NY

Daniella Tagliavia

Associate, Client Service

New York, NY

John Caffrey, CFP®

Partner, Senior Wealth Advisor

New York, NY

Pete LaPlaca, CFP®, ChFC®, AEP®

Director, Wealth Advisor

New York, NY

Robyn Flynn

Associate, Operations - Insurance

New York, NY

Timothy Shaw, CFP®

Director, Wealth Advisor

New York, NY

Trish Oseback

Senior Associate, Client Service

New York, NY