Meet The Team

CEO and Lead Financial Planner

​Jon Solitro, MA, CFP®, CRPC™ CFEI

Jon has been a financial planner over ten years. When he's not working, he's wrestling with his boys (8, 11 and 12) or hiring a babysitter and taking his wife, Ashli, out to a fancy dinner.

Financial Associate

Blake Kane

Blake loves helping his clients plan and protect for their families. Blake is a devoted father of John and Eden, and a stellar husband to Alex. He's also a top-notch singer/guitarist.

Account Manager

Lilly Nunez

Lilly serves our clients with the highest level of excellence, and friendliness. She's married to Anthony, and has two kids, Leo and Adel.

Paraplanner

Alexandria Kane

Alex handles the heavy lifting and technical side of our back office.She's married to Blake, and also has two kids, John and Eden. She sings like an angel, and manages a non-profit focused on orphans.

HR and Finance Director

Ashli Solitro

Ashli keeps things running internally here. She's married to Jon, and runs a household for her boys (Jon 41, Joey 12, Sam 11 and Daniel 8) She loves running and reading, often at the same time.

Office Dog

Piper

Piper has been in the office for 4 years, and is skilled at taking naps and barking at anyone she doesn't recognize.