Our Staff

At DeSERANNO Wealth Planning, service is about more than just finances. It’s about our clients’ lives. It’s about their pursuit of happiness. Our team is committed to providing personalized service and leading-edge know-how as we work together to help you reach your life goals.
Our team includes members who have earned the coveted designation of CERTIFIED FINANCIAL PLANNER™ Professional, widely recognized as the standard of excellence for personal financial planning. To become a CFP®, a financial planner must complete a rigorous credentialing process, including education, exam, experience and ethics requirements, and must meet ongoing certification requirements.

Our team, which also includes registered paraplanners, personal wealth managers and office staff, is dedicated to staying at the forefront of best practices in our industry. We are regulars at industry conferences and seminars, and we continuously share information and ideas on the latest financial-planning trends and strategies. Our goal: Deliver world-class wealth planning services that enable our clients to achieve financial peace of mind.


donserano-thumbDon 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. Continue reading

 


robertrahaim-thumbRobert 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 estate plans, education planning, cash flow planning, risk management, retirement, and tax planning. Continue reading

 


stevensicklesteel-thumbSteven 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 flow planning, risk management, retirement, and tax planning. Continue reading

 


algardner-thumbAl Gardner

Wealth Manager
Al specializes in teaching clients to understand investing as a means of helping them make informed decisions about managing their lives and their money. Continue reading

 


michaelhamilton-thumbMichael 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. Continue reading

 


alisonwright-thumbAlison Wright, RP®

Associate Wealth Planner
Alison Wright joined DeSERANNO in 2007 with seven years of experience in the financial services industry. Continue reading

 


stevewade-thumbSteven Wade

Business Development Manager
As Business Development Manager, Steve Wade helped establish and currently maintains the DeSERANNO referral and new client orientation programs. Continue reading

 


elenagraves-thumbElena Graves

Operations Manager, Chief Compliance Officer
Elena Graves joined DeSERANNO Wealth Planning in 2003. Continue reading