Our Team

Our Leadership Team

Lenny Tomson, CPA, CFP®

Co-Founder & CEO

Financial planning specialist with expertise in tax strategies and retirement planning.

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Mario Basilone

Co-Founder & President

Investment specialist with focus on portfolio construction and compliance.

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Domenick Mancini, RICP

Co-Founder & Financial Advisor

Retirement income specialist helping clients build sustainable retirement plans.

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Tyler Boccia

Director of Operations & Financial Advisor

Holds a bachelor's degree from Florida State University. His responsibilities include onboarding new business, managing client experience, assisting in business operations, and providing financial advisory services.

Danielle Basilone

Financial Advisor

Holds two degrees from Florida State University. She is responsible for the 403b/457 market, financial planning and client relations.

Rania Christina Jawde, CFP®

Financial Advisor & Director of Financial Planning

Holds two degrees from Florida Atlantic University. She is responsible for building and reviewing financial plans, specializing in planning for women, families and business owners.

Adam Mentzer

Financial Advisor

Attended Cleveland State University. Grew up in Ohio then moved to Florida in 2016 along with his wife and two daughters. He specializes in the Florida Retirement System market, financial planning and client relations.

Jaron Oswalt

Financial Advisor

Attended Temple University. His aim is to empower every client with the confidence and clarity they need to secure a financial future. He specializes in the Florida Retirement System market, financial planning and client relations.

Frank Rekas, CPFA

Financial Advisor & Director of Risk Management

Attended University of Illinois Chicago. He is responsible for financial planning, disability insurance, specializing in attorney and business owners planning, life insurance, and long-term care.