An Experienced Team Committed To Helping You Pursue Your Goals and Interests

MEET OUR TEAM

LEWIS AFFETTO, CPA

PARTNER & WEALTH ADVISOR

Lewis takes pride in being a trusted advisor for his clients.  He works tirelessly for his clients and leans on his extensive experience to consistently provide value. Lewis and his team partnered with Affetto Wealth in 2009 to provide financial planning services to his accounting clients.
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MARIA GAMBINO, CPA

INSURANCE ADVISOR

Maria enjoys building deep and meaningful relationships with her clients. Her broad experience and dedication to excellent client experiences make her an invaluable member of the team. Maria specializes in complex use of protection products in estate and wealth transfer planning.
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ADAM PAOLI SR.,CLU®, CFP®

LEAD WEALTH PLANNER

As Lead Wealth Planner, Adam Paoli coordinates the comprehensive financial planning process for our clients. Adam partners with our clients to identify their goals and implement a series of strategies to help confidently achieve those goals.
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MICHAEL DIPIERO

DIRECTOR OF INVESTMENTS

As Director of Investments, Mike is responsible for the ongoing support and service of our clients’ investment accounts. While leading our investment committee, Mike’s efforts are critical in helping our clients reach their retirement goals.
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CHELSEY KAAS

DIRECTOR OF CLIENT SERVICES

Chelsey has one of the most important jobs in our firm: ensuring our clients enjoy the best possible financial planning experience of their lives. She loves being a critical resource to our clients and makes certain they remain comfortable and informed throughout their journey with us.
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EILEEN BURKE

CLIENT SERVICE ASSOCIATE

Eileen leads our efforts in the preparation and maintenance of financial plans for our clients. Her exceptional attention to detail and passion for helping others visualize their financial future make her a critical member of the team.

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*Maria Gambino is not affiliated with or employee of “Coltiva Wealth Planning Partners” and does not offer services through Kestra IS or Kestra AS.