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Meet Our Team

Embedded in our core values, the Civic team is deeply committed to growth. We prioritize continuous learning to ensure we deliver innovative and comprehensive solutions to our valued clients.


Our Designations Include:

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, with the skills needed to design and implement personalized financial plans for clients. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards—the designation is widely regarded as the standard of excellence in the financial planning profession. CFP® professionals understand the complexities of the changing financial climate and will make recommendations in your best interest.

Holding This Designation

This graduate level specialization provides advisors with an advanced education in estate planning. Obtained in addition to already recognized professional credentials within the various disciplines of estate planning, it is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.

Holding This Designation

The Chartered Advisor in Philanthropy® (CAP®) designation provides full time philanthropists, coordinators, and wealth advisors with a common body of knowledge and a shared credential, enabling them to collaborate effectively with clients on legacy planning. The cross-disciplinary workplace curriculum spans and synthesizes the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family office dynamics, psychology, and strategic philanthropy.

Holding This Designation

The Wealth Management Certified Professional® (WMCP®) designation provides advisors with the strategic and practical framework needed to build broadly-diversified, tax-efficient portfolios customized to a range of client needs. The program also emphasizes applied behavioral finance as a guide in coaching clients to improve long term investment outcomes.

Holding This Designation

The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, and personal financial planning. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

Holding This Designation

The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

Holding This Designation

A properly planned retirement can be the difference between years of hardship and years of relaxation. The Retirement Income Certified Professional® (RICP®) designation provides advisors with an advanced education and specialized knowledge in retirement income planning, so they can give clients the guidance needed to efficiently plan for retirement.

Holding This Designation

A Chartered Financial Analyst (CFA®) is a globally recognized designation, widely regarded as one of the highest distinctions in investment management. It provides advisors with a rigorous training in accounting, economics, ethics, money management, security analysis, and portfolio management. The CFA® is given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts.

Holding This Designation

The Chartered Special Needs Consultant® (ChSNC®) provides advisors with expertise in financial planning for special needs individuals, their families, and caregivers, empowering them to champion and advocate for special needs individuals with honesty, ethics, and compassion.

Holding This Designation

The Master of Science in Financial Planning (MSFP) provides advisors with advanced training in financial planning. The two-year program focuses on developing a broad knowledge base in a variety of planning topics, while simultaneously cultivating applied knowledge through collaborative case study, research, and integrated planning.

Holding This Designation

The CAIA® designation is recognized globally as the benchmark for analysis, application, and standards of practice in the alternative investments arena. For over two decades, the CAIA Charter Program has been a proven learning option for client-focused fiduciaries who want to develop a deep level of knowledge and demonstrated expertise in alternative investments and their contribution to the diversified portfolio.

Holding This Designation

Enrolled agents (EAs) are American’s Tax Experts®. They are the only federally-licensed tax practitioners who both specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service. These tax specialists have earned the privilege of representing taxpayers before the IRS by either passing a three-part examination covering individual tax returns; business tax returns; and representation, practice and procedure, or through relevant experience as a former IRS employee. All candidates are subjected to a rigorous background check conducted by the IRS.

Holding This Designation

The CLTC® (Certification in Long-Term Care) program was created in 1999.  It focuses on the discipline of extended care planning.  It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Students learn how to mitigate these consequences by developing a plan to protect their clients and their families.

Holding This Designation

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, with the skills needed to design and implement personalized financial plans for clients. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards—the designation is widely regarded as the standard of excellence in the financial planning profession. CFP® professionals understand the complexities of the changing financial climate and will make recommendations in your best interest.

Holding This Designation

This graduate level specialization provides advisors with an advanced education in estate planning. Obtained in addition to already recognized professional credentials within the various disciplines of estate planning, it is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.

Holding This Designation

The Chartered Advisor in Philanthropy® (CAP®) designation provides full time philanthropists, coordinators, and wealth advisors with a common body of knowledge and a shared credential, enabling them to collaborate effectively with clients on legacy planning. The cross-disciplinary workplace curriculum spans and synthesizes the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family office dynamics, psychology, and strategic philanthropy.

Holding This Designation

The Wealth Management Certified Professional® (WMCP®) designation provides advisors with the strategic and practical framework needed to build broadly-diversified, tax-efficient portfolios customized to a range of client needs. The program also emphasizes applied behavioral finance as a guide in coaching clients to improve long term investment outcomes.

Holding This Designation

The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, and personal financial planning. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

Holding This Designation

The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

Holding This Designation

A properly planned retirement can be the difference between years of hardship and years of relaxation. The Retirement Income Certified Professional® (RICP®) designation provides advisors with an advanced education and specialized knowledge in retirement income planning, so they can give clients the guidance needed to efficiently plan for retirement.

Holding This Designation

A Chartered Financial Analyst (CFA®) is a globally recognized designation, widely regarded as one of the highest distinctions in investment management. It provides advisors with a rigorous training in accounting, economics, ethics, money management, security analysis, and portfolio management. The CFA® is given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts.

Holding This Designation

The Chartered Special Needs Consultant® (ChSNC®) provides advisors with expertise in financial planning for special needs individuals, their families, and caregivers, empowering them to champion and advocate for special needs individuals with honesty, ethics, and compassion.

Holding This Designation

The Master of Science in Financial Planning (MSFP) provides advisors with advanced training in financial planning. The two-year program focuses on developing a broad knowledge base in a variety of planning topics, while simultaneously cultivating applied knowledge through collaborative case study, research, and integrated planning.

Holding This Designation

The CAIA® designation is recognized globally as the benchmark for analysis, application, and standards of practice in the alternative investments arena. For over two decades, the CAIA Charter Program has been a proven learning option for client-focused fiduciaries who want to develop a deep level of knowledge and demonstrated expertise in alternative investments and their contribution to the diversified portfolio.

Holding This Designation

Enrolled agents (EAs) are American’s Tax Experts®. They are the only federally-licensed tax practitioners who both specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service. These tax specialists have earned the privilege of representing taxpayers before the IRS by either passing a three-part examination covering individual tax returns; business tax returns; and representation, practice and procedure, or through relevant experience as a former IRS employee. All candidates are subjected to a rigorous background check conducted by the IRS.

Holding This Designation

The CLTC® (Certification in Long-Term Care) program was created in 1999.  It focuses on the discipline of extended care planning.  It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Students learn how to mitigate these consequences by developing a plan to protect their clients and their families.

Holding This Designation

Nick Allsop

Financial Planning Analyst

Emilio Bardini

Relationship Manager

Michelle Cawley

Executive Assistant

John Daniel CLU®

Partner

Scott DeSantis CFP®, AEP®

Partner and CEO

Janine DiPaolo

Executive Assistant

Patrick Donoghue CLTC®

Partner

Shannon Fadden CLU®

Director of Client Relations

Alissa Felice

Director of Operations

Connor Hall CFP®, RICP®, AEP®, CAP®, ChSNC®

Partner

Chris Hughes CAIA

Director of Investments

Daniel Monaghan CFP®

Associate Wealth Management Advisor

Shannon Needleman

Financial Planning Analyst

Brian Nixon

Partner

Lauren Overzet

Chief of Staff

Melanie Palmer

Executive Assistant

Grant Parisi CFA®, CFP®, AEP®, RICP®, CAP®

Partner and COO

Ann Roberts

Director of Client Services

Evan Schutzman CFP®, ChFC®, CLU®, CAP®, AEP®

Director of Financial Planning

Elizabeth Szklennik

Bookkeeper