Our Team
Michael Pultro
Master Registered Financial Consultant (MRFC)
Behavioral Financial Advisor (BFA)
Founder & Financial Advisor
215-489-3839
Michael has been married to his “better half” since 1985. They live in New Britain with their English Cream Golden Retriever, Luca.
Brian Pultro Accredited Investment Fiduciary (AIF)Behavioral Financial Advisor (BFA)Registered Financial Consultant (RFC)
Financial Advisor
215-489-3839
Brian Pultro is a Commander in the United States Navy Reserve with 20 years of service He is a member of the Auburn University and Villanova University Alumni Boards. While not in the office you can find him with his wife and three boys.
Donna Mannas
Client Service Manager
215-489-3839
Donna has been married to her husband, Brian, since 1992. They live in Warwick Township with their youngest son, Charlie, and cherish spending time with their three adult children as often as possible.
Stephanie Gillard
Office Manager
215-489-3839
Stephanie and her husband Jack have been married for 31 years and are finally empty-nesters. She enjoys reading and belongs to 2 book groups. She also enjoys golf and plays in a women's league, as well as with Jack on the weekends.