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.

Practice 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.

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.