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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Reynold P. Cicalese, CPA, PFS, CGMA

Advisor

856-667-6228

856-667-3652

Ren first joined the accounting and advisory firm Alloy, Silverstein, Shapiro, Adams, Mulford, Cicalese, Wilson & Co. in 1980 as a tax season temp and has since expanded his offerings and knowledge to...

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Ronald Donato Jr., CFP®, MBA

Director of Financial Services

856-667-6228

856-667-3652

rdonato@asfinancialservices.com

Ron joined Alloy Silverstein Financial Services in 2014 and has been working in financial planning, retirement planning, and wealth management since 1997. He has over 33 years of experience in the finance...

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R. Dennis Vogt, CPA

Advisor

856-667-6228

856-667-3652

Dennis is a Financial Advisor at Alloy Silverstein Financial Services and has passed the FINRA Series 7 and 66 exams, as well as the life and health insurance license exam. He is a Partner of the CPA firm...

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