Who We Are
Our History
Our Team
Beacon Gives Back
What We Do
Our Services
Our Investment Philosophy
Clients
Client Resources
Tartan Wealth Regulatory Documents
FNA Regulatory Documents
Talk to an Advisor
Start Here
Talk to an Advisor
Start Here
Our Team
Management Team
Greg Randall
Managing Parhner
Founding Partner
Deborah George
Chief Operations Officer
Karl Randall
Financial Advisor
Gregory Randall
Managing Partner
Founding Partner
Deborah George
Chief Operations Officer
Karl Randall
Financial Advisor
Advisor Team
Greg Randall
Managing Partner
Founding Partner
Susan Wanamaker
Financial Advisor
Alan Yanowitz
Financial Advisor
Dale Rubin
LUTCF®
Founding Partner
Daniel Bonder
CFP®, JD*
Founding Partner
Karl Randall
Financial Advisor
Jeremy Clark
Director
Retriment Plan Service
Raymond Tropp
MBA, Founding Partner
Tom Genco
CFP®, CPA
Charter Member
Gregory Randall
Managing Partner
Founding Partner
Karl Randall
Financial Advisor
Susan Wanamaker
Financial Advisor
Alan Yanowitz
Financial Advisor
Dale Rubin
LUTCF®
Founding Partner
Daniel Bonder
CFP®, JD*, MBA
Founding Partner
Jeremy Clark
Director
Retirement Plan Services
Raymond Tropp
MBA, Founding Partner
Tom Genco
CFP®, CPA*
Charter Member
Ryan Cass
Financial Advisor
Support Team
Jeremy Clark
Director
Retriment Plan Service
Deborah George
Chief Operations Officer
Janet Jaffe
Client Relationship Cordinator
Jennifer Vincent
Client Relationship Cordinator
Gretchen Bailey
Client Relationship Cordinator
Ryan Cass
Operation Manager
Portia Osborme
Client Relationship Cordinator
Adam Rubin
Client Relationship Cordinator
Deborah George
Chief Operations Officer
Jeremy Clark
Director
Retirement Plan Services
Janet Jaffe
Client Relationship Manager
Jennifer Vincent
Client Relationship Coordinator
Marla Fabis
Client Relationship Coordinator
Ryan Cass
Financial Advisor
Portia Osborne
Client Relationship Cordinator
Adam Rubin
Client Relationship Cordinator
Sara Bechtel
Client Relationship Coordinator
Affiliates and Partners
Pistone Wealth Advisors is independent and not affiliated with Lincoln Investment or Capital Analysts.
Karyn Pistone
CLU, CFP®
Spencer Dieck
Advisory Practice Manager
Linda Gordon
Advisory Practice Manager
David Stone
CPA, CFP®
Joseph Randazzo
CFP®
Further Information regarding our firm and its investment professionals can be found on
Form ADV,
Form CRS,
And
FINRA’s BrokerCheck.
BrokerCheck