1938 Security Drive
Frank began his career in the financial services industry in 1993 at Morgan Stanley Dean Witter. His primary focus has been building comprehensive financial planning strategies for physicians and small business owners. Frank focuses on...
Financial Advisor, Professional Plan Consultant (PPC), Certified in Long Term Care (CLTC)
Stephen joined the firm in the summer of 2015 after 25 years as a midsized business owner and operator. He brings a wealth of private business experience and understands the challenges facing small businesses today. Stephen is a...
After beginning his financial career with New York Life and NYLIFE Securities, Graig joined Corto financial group in the beginning of 2019. Graig earned a bachelor’s degree from Ursinus College and a M.B.A. in Health...
Calyssa joined Corto Financial Group in May of 2015. She graduated from York College of Pennsylvania with a Bachelor's of Science in Finance. She currently serves as an Administrative Assistant in the office. In her free time she...
Administrative Assistant - Insurance Coordinator
Christine joined Corto Financial Group in October 2021. She currently serves as the Administrative Assistant in the office. In her free time, she enjoys spending time with her husband Steve, their cats and dogs, as well as crocheting...
Dom is currently attending the University of Tampa pursuing a degree in Finance and Entrepreneurship as well as playing Varsity Lacrosse at UT. Dom has been around CFG his entire life and is in the process of passing all of his...
Lyndsey joined the Corto Financial Group in Spring of 2023, following her first position in the financial industry with Vanguard Investments. She earned a bachelor's degree in finance and economics from West Chester...
Peter chose the financial planning profession because of the potential to make a meaningful difference in the lives of his clients and their families each and every day. He began his career in England with Prudential...