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Meet Our Team

Charles Massimo

Charles Massimo

Founder & CEO
Peter Anastasian

Peter Anastasian

Managing Director
Lorena Griffin

Lorena Griffin, FPQPTM

Director of Client Planning
Diane Peters

Diane Peters

Director of Office Operations
Donna Herrera

Donna Herrera

Director of Client Experience
Micah Bielski

Micah Bielski

Planning Specialist
Kelley Muhsemann

Kelley Muhsemann

Director of Marketing
Greg Cascio

Greg Cascio

Client Service Associate

Are you ready to experience the Human Side of Wealth?

Contact CJM today for a Complimentary Consultation.

(631) 777-1030
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