Biographies


Elena Graves

Operations Manager, Chief Compliance Officer Elena Graves joined DeSERANNO Wealth Planning in 2003. As Operations Manager, she plays several roles, including general office administrator, daily database manager, liaison/coordinator for outsourced vendors, and payroll specialist. Elena’s responsibility as Chief Compliance Officer … Continue reading

 


Steven Wade

Business Development Manager As Business Development Manager, Steve Wade helped establish and currently maintains the DeSERANNO referral and new client orientation programs. His primary responsibilities are ensuring a good fit between potential clients and DeSERANNO and maintaining the highest levels … Continue reading

 


Michael Hamilton

Client Service Manager Mike Hamilton came to DeSERANNO in 2004. As a Client Service Manager, he is responsible for maintaining the high quality of service that our clients have become accustomed to receiving. Before joining DeSERANNO, Mike had four years of experience … Continue reading

 


Al Gardner

Wealth Manager Al Gardner is a Wealth Manager at DeSERANNO, providing financial advisory and investment services to clients, including individuals, families, and businesses. Al specializes in teaching clients to understand investing as a means of helping them make informed decisions … Continue reading

 


Alison Wright, RP®

Associate Wealth Planner Alison Wright joined DeSERANNO in 2007 with seven years of experience in the financial services industry. As an Associate Wealth Planner, she is responsible primarily for client administrative matters and a number of daily operational activities. These … Continue reading

 


Steven Sicklesteel, CFP®

Wealth Planner Steven Sicklesteel is a Wealth Planner at DeSERANNO. He works closely with our clients to develop and implement customized financial planning strategies to meet their personal goals, incorporating investment portfolio design, coordination of estate plans, education planning, cash … Continue reading

 


Robert Rahaim, CFP®

Wealth Planner Bob Rahaim joined DeSERANNO in 2002. As a Wealth Planner at the company, Bob works closely with our clients to develop and implement customized financial planning strategies to meet their personal goals, incorporating investment portfolio design, coordination of … Continue reading

 


Don Joseph DeSeranno

President When Don Joseph DeSeranno founded DeSERANNO Wealth Planning in 1999, he was driven by a passion to create a financial services firm that is free from investor selling pressure and offers clients unbiased and financially responsible advice. Don’s vision … Continue reading