Our Team

At Cirocco Smith, we provide a comprehensive financial roadmap. With over 50 years of combined experience, we work collaboratively with clients to create unique, individualized financial strategies. Our team's holistic approach focuses on all aspects of a client's financial life, including retirement planning, tax strategy, estate planning, and investment management. Additionally, with a firm belief in transparency, we strive to build trusting, long-lasting relationships with our clients, empowering them to make informed financial decisions and achieve their financial goals.

 

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Meet the Team

  • Headshot of a smiling man in a navy suit, white shirt, patterned tie, and gray vest, against a white background.

    Tony Cirocco CFP®

    Financial Advisor

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  • Professional portrait of a young man with short brown hair, dressed in a gray suit, white shirt, and black tie, smiling against a white background.

    Jared Smith

    Financial Advisor

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  • Professional woman with long brown hair wearing a dark blazer and a rust-colored top, smiling and looking at the camera.

    Anna Giglio

    Client Service Associate

  • A woman with curly hair and glasses smiling while sitting on a brown leather chair, wearing a black blazer and a blue blouse.

    Julie Barr

    Branch Operations & Compliance Manager

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  • Linda Kensinger CFP®

    Linda Kensinger CFP®

    Client Service Associate