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.
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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. READ MORE. |
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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 estate plans, education planning, cash flow planning, risk management, retirement, and tax planning. |
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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 flow planning, risk management, retirement, and tax planning. READ MORE. |
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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. |
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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 about managing their lives and their money. READ MORE. |
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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. |
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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 of quality and satisfaction throughout the new-client orientation process. |
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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. |