Meet the Team

Each member of our team is dedicated to helping you achieve your goals. We understand that it is our job to make sure your questions and needs are addressed. We look forward to getting to know you, working with you and doing everything we can to support your success, however you define it

Thomas J. Pallogudis | Founder and Wealth Management Advisor

Office: 914-460-1220 | Email:

As the Founder and Financial Advisor, Tom specializes in helping families and professionals of all backgrounds bring all pieces of their financial lives together. He has an uncommon approach to financial decision making in order to set wealth management strategy, provide advice, and guidance to clients. Every client will receive an individualized and unique plan that allows the client to achieve their financial goals based on their wants, needs, and dreams. Tom enjoys helping clients find appropriate solutions to complex financial situations. He believes in thorough financial education as well as developing a holistic strategy that is easy to implement. Tom is a five-year winner of the Five Star Wealth Manager Award, which is exclusively featured in Westchester Magazine. Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian

Benjamin A. Stark | Financial Advisor

Office: 914-460-1233 | Email:

As one of our Financial Advisors, Ben works closely with clients to address specific investment and wealth management needs and questions. Ben supports Tom to implement the strategies and solutions in clients’ financial plans. Ben comes from a background of working with families who have a child with special needs. He has a unique understanding of special needs and knows the steps and resources needed to help families plan for a very complex area of holistic financial advising. If you, as a client, have questions regarding your plan or its implementation, Ben would be your first point of contact. He will then work with the team to ensure that we address all of your questions. Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian


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