Skip to main content
menu
Important Disclosure
|
Form CRS
|
Disclosure Brochure
Home
Who We Are
What we do
Wealth Management Services
401(k) Plan Advisor
Tax and Business Services
Valicenti Insurance Services, Inc.
Initial Consultation
Frequently Asked Questions
Resources
Advisory Notes
Bull and Bear Bulletin
Tax Tidbits
Calculator
Contact Us
Client Center
Client Log In
Schwab Alliance
Our Team
Your trusted professionals
Joseph M. Valicenti
President/CEO
valicentijm@valicenti.com
Jeffrey S. Naylor
Executive Vice President/CFO/CCO
naylorjs@valicenti.com
Elizabeth A. Zarnoch, EA
Vice President of Tax and Business Services
zarnochea@valicenti.com
Tracy L. Jenkins
Vice President of Operations
jenkinstl@valicenti.com
Ralph H. Roberts, Jr.
Vice President/Client Services
robertsrh@valicenti.com
Daniel P. Burchill
Security Analyst
burchilldp@valicenti.com
Louis F. Ruize
Director of Research / Portfolio Manager
ruizelf@valicenti.com
Andrew S. Cartwright
FPQP®
Security Analyst and Trader
cartwrightas@valicenti.com
Samson D. Lin
Investment Analyst
linsd@valicenti.com
Molly L. Ray
Receptionist
rayml@valicenti.com
Ann S. Nolan
FPQP®
Administrative Assistant
nolanas@valicenti.com
Kelly S. Diehr
FPQP®
Administrative Assistant
diehrks@valicenti.com
Melissa B. Mickley
FPQP®
Administrative and Marketing Assistant
mickleymb@valicenti.com
Ann E. Connolly
Client Paying and Receiving
connollyae@valicenti.com
Theresa R. Stewart
Assistant Corporate Secretary/HR/Bookkeeper
stewarttr@valicenti.com
Elizabeth C. Stage
Tax Specialist
stageec@valicenti.com
Jessica M. Brenzo
Business Services/Tax Specialist
brenzojm@valicenti.com
Trevor L. Welch
Tax Administrative Assistant/Payroll Processer
welchtl@valicenti.com
Nathaniel C. Adams
Data Manager
adamsnc@valicenti.com
Ashley M. Edwards
Staff Tax Accountant
edwardsam@valicenti.com
© 2024 Valicenti Advisory Services, Inc All rights reserved.