Meet Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Behind the Scenes

As your financial advisor, I play a role in your life’s most meaningful moments. You trust me to assess your needs, understand your concerns, and offer the most relevant recommendations to address your unique situation.

I do not take your trust lightly and strive to earn it every day - and I am not alone in my commitment to you!

I am supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind—your success. I think it is important that I introduce them to you.

I am affiliated with Affiliated Advisors, an independent wealth management firm that provides me with back office, technology, regulatory and operational support.

Back Office Team

Rita Robins

Rita Robins

Founder, Affiliated Advisors

Tom Rippberger

Tom Rippberger

CERTIFIED FINANCIAL PLANNER (CFP®)

Trisha Qualy

Trisha Qualy

CERTIFIED FINANCIAL PLANNER (CFP®)

Lori Skibo

Lori Skibo

Director of Insurance

Cindy Pollack

Cindy Pollack

Director of Compliance

Deana Andriani

Deana Andriani

Director of Administrative Services

Ana Chicas

Ana Chicas

Director of Client Services

Samantha Orvelo

Samantha Orvelo

Office Manager

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.