Your Team

Theresa Deliberto
Certified Financial Advocate
Teresa Kilfoyle-Nall
Director of Business Development
Ross Johnson
Business Relations Coordinator
Roxanne Preciado
Financial Assistant
Michelle Ogas
Client Relations Coordinator
and Marketing Manager
Thomas D. Mason, Esq.
We act as your personal general manager, protecting what individuals have worked hard to build—keeping things organized, safe, secure and current.