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Meet Our Team

How We Work

How We Work

We are an independent financial advisory firm that works collectively with you to give you the unbiased advice you need to have a successful retirement. We're small enough to know you, with big enough resources to satisfy all your financial planning needs. Our primary responsibility is you. We keep a deep bench to give you the confidence that you will never outgrow our services.

Jeremy Keating

Jeremy Keating, MBA

Financial Planner

(858) 217-5500

Richard Gigliotti

Richard Gigliotti, RICP®

Financial Planner

(858) 367-5018

Alexander Mele

Alexander Mele

Financial Planner

(716) 969-0208

Amanda Aragona

Amanda Aragona

Director of Operations

Mandy Stone

Mandy Stone

Client Relationship Manager

Industry Leading Resources

We work with Securities America to support our service to clients. Their role is protect the client in terms of compliance and processing of paper work. Securities America is one of the leaders in the industry with a strong tenure of upper management. They support over 2500 advisors in working closely with clients. Advisor Group owns Securities America as well as a very diverse lineup of financial companies that advisors can leverage with our clients. Being a comprehensive advisor means being able to offer a comprehensive suite of services. Advisor Group & Securities America provides relationships and services to satisfy all the necessary functions of a successful advisory relationship with clients.