At Green Ridge Wealth Planning, we’re not a one-person show—we’re a team of entrepreneurial thinkers, investment strategists, and client success experts who work in sync to elevate your financial game. If you’re used to meeting with just one advisor and a receptionist, you’re in for a different experience. Here, you’re not just working with us—you’re surrounded by us.
Robert J. Mascia, CFBSFounder & CEOFull Bio >
Jordan Kaufman, CFA, CFP®Partner, Chief Investment Officer, AdvisorFull Bio >
Donald AnfusoDirector of Innovation & Client Relations ManagerFull Bio >
Kerry BennettClient LiaisonFull Bio >
Luciano BetmanClient Account AssociateFull Bio >
Sean Cole, CFP®Investment Advisor RepresentativeFull Bio >
Steve DecoiteControllerFull Bio >
Wendy DeerChief Compliance Officer | Chief Operating Officer, Family OfficeFull Bio >
Jessica LascarDirector of Marketing & CommunicationsFull Bio >
Stacia LupinacciDirector of Client RelationsFull Bio >
Danielle MacRae, MBADirector of Financial PlanningFull Bio >
Brandon SiskInvestment Advisor Representative, FPQPFull Bio >
Bobby, Jordan, Danielle and the entire Green Ridge Wealth Planning team are absolutely incredible. We can trust their insight through every stage of our financial planning, from strategizing for college and retirement to funding home renovations and creating a thoughtful investment strategy. We seek their input in all of our financial decisions. Their regular market and portfolio updates are extremely helpful, and we couldn’t be more grateful to have them in our corner. – Nicole M.
Contact us today
Our team of experienced professionals brings Wall Street expertise and a Main Street mindset to every client relationship. We work closely with you to understand your individual needs and develop a personalized investment strategy that aligns with your financial goals.