Our Team
Michael Pultro
Master Registered Financial Consultant (MRFC)
Behavioral Financial Advisor (BFA)
215-489-3839
Michael has been in the financial planning industry since 1987. After graduating from the University of The Arts in 1979 with a double degree in music performance and music education, Michael spent 10 years performing in Atlantic City,...
Brian Pultro Accredited Investment Fiduciary (AIF)Behavioral Financial Advisor (BFA)Registered Financial Consultant (RFC)
215-489-3839
Brian graduated from Auburn University in May 2006 with a degree in Political Science and was commissioned as an Ensign into the United States Navy on the same day. During his ten years on active duty he served on three different...
Donna Mannas
Client Service Manager
215-489-3839
Donna graduated from Indiana University of Pennsylvania with a Bachelor of Science in Hotel Restaurant Institutional Management and a Bachelor of Arts in Spanish. She enjoyed a 10 year career in the hotel industry, working primarily in...
Stephanie Gillard
Office Assistant
215-489-3839
Stephanie graduated from Shippensburg University with a BA degree in Public Relations. After working in various sales and marketing positions, in the Philadelphia area and Atlanta GA, she became a fulltime Mom to her 3 kids. She held...