Meet Our Team
Teamwork to Help You Live Greater
Our focus on team is part of everything we do—from our team-based client service approach and collaborative work environment to an emphasis on the continual development of our team members. We treat everyone like family should be treated and believe that a supportive work environment is key to providing the superior service our clients have come to expect from us.
All of the Advisors at VLP are Certified Financial Planner™ (CFP®) practitioners and are committed to partnering with clients like you to help you align your financial decisions with your needs and goals. They’re passionate about helping you live greater today and in the future. Meet our team and find out what “live greater” means to each of our team members.
Find a Team Member
- Andrew Fincher, CFP®, AIF®
- Andria Pasquel
- Bruce D. Vaughn CFP®, AIF®
- Chris Mellone CFA, CFP®, AIF®
- Cindy Alexander CFP®
- Daniel P. Lash CFP®, AIF®
- Dean Tsantes CFP®, ADPA®
- Elizabeth Williams
- Jessica Hill, MBA
- John Shaffer
- Joy Abbamonte
- Keri Baldino
- Marilyn James, MA
- Melissa Chaniyara
- Nicholas DiFiore, SHRM-SCP
- M. Patricia (Patti) Vaughn
- Rose M. Price CFP®, AIF®
- Sarah Avila CFP®, CDFA®
- Sean Beznicki, CFA
- Sherri Rosenberg
Bruce D. Vaughn CFP®, AIF®
Founding Partner, Financial Advisor
Rose M. Price CFP®, AIF®
Partner, Financial Advisor
Daniel P. Lash CFP®, AIF®
Partner, Financial Advisor
Chris Mellone CFA, CFP®, AIF®
Partner, Financial Advisor
Melissa Chaniyara
Partner, Registered Representative
Cindy Alexander CFP®
Financial Advisor, OSJ Manager
Sarah Avila CFP®, CDFA®
Financial Advisor
Andrew Fincher, CFP®, AIF®
Financial Advisor
Dean Tsantes CFP®, ADPA®
Financial Advisor
Elizabeth Williams
Financial Advisor
Sherri Rosenberg
Director of Client Services
M. Patricia (Patti) Vaughn
Director of Finance
Sean Beznicki, CFA
Director of Investments
Nicholas DiFiore, SHRM-SCP
Director of Operations
Marilyn James, MA
Senior Marketing Manager
Keri Baldino
Client Service Manager, Office Manager
Joy Abbamonte
Client Service Manager
Jessica Hill, MBA
Client Service Manager
Andria Pasquel
Client Service Manager
John Shaffer
Investment Professional
Our Approach
At VLP we believe in partnering with you to take a holistic approach to financial management, aligning your investment and financial decisions with your values.
About Us
For individuals, we offer investment, financial & retirement planning services, as well as retirement plan management for businesses and their employees.
Contact Us
Contact us today to learn more about the VLP Live Greater Partnership™ and how we can help you live your best life at every life stage.