We are Prism Planning and Solutions Group. As a diverse group of advisors we pride ourselves on understanding the critical importance of your hopes, fears, and complex circumstances.
Our Commitment to you
Be allies celebrating you and your life choices
Cheer you on in the pursuit of your dreams and passions
Toast to your unique path, be it what you do, where you live, or who you love
Simplify your financial intricacies in a safe and supportive environment
We fulfill this commitment through our values:
Meet the team
Julia Peloso-Barnes - FOUNDER/CEO - SR. WEALTH MANAGER
Julia started her financial planning career more than 30 years ago. Along the way she earned her MBA from NYU and is a CFP® (CERTIFIED FINANCIAL PLANNER™) professional. Julia’s passion has always been helping her clients seek empowerment through collaborative problem solving.
Julia excels at understanding her clients’ needs and focusing her efforts on developing solutions tailored to meeting those needs. Her approach is solution based, not product focused.
With a “planner first” attitude, she leads Prism with an organic, compassionate and transparent focus.
- Julia's dad was an official guest at Cape Kennedy for the Apollo moon launch
- Julia and Patty enjoy weekend trips built around Melissa Etheridge concerts
Brianna Skorvanek - ASSOCIATE ADVISOR
After graduating from the University of Connecticut, Brianna's first job was as a personal physical trainer. She attributes her success in the financial field to the values she learned during her first career - wellness is of course physical but it is also mental.
Recognizing this understanding of people's behaviors and patterns, she realized that the most influential way she could help people achieve wellness is through financial freedom.
- She is a twin!
- Every week she has Sunday dinner with her big Italian family
Max Robinson - FINANCIAL PLANNING ANALYST
Max was an English major before discovering the Personal Financial Planning degree program at Utah Valley University. He unearthed a particular interest in Estate and Retirement Planning, two of five possible focus areas.
Believing that the right guidance and resources can mean it is never too late to start planning for the future, Max enjoys helping people build their confidence in taking control of their financial future.
- His free time is spent playing guitar and exploring landscape photography
- He has skydived over Canyonlands National Park in southern Utah
Sharon Masse - ADMIN/OPERATIONS SPECIALIST
Sharon began her career in financial services in 1999. Since then, she has compiled a wealth of knowledge with regards to our industry and processes. She prides herself in providing excellent customer service to our clients.
- She was a black belt in Tae Kwon Do and purple in Kempo
- She and her husband spent their honeymoon road tripping down to the Outer Banks and stopped at more than a few of Guy Fieri’s Diners, Dive-Ins and Dives
Naoka Russo - CURATOR OF THE PRISM PROMISE
Child actor turned financial planner! Naoka grew up in Westchester where she met the love of her life when she was 15 years old.
After working with Julia for 20 years, she shares the same values of being able to connect with her clients in order to provide the services and solutions best for them and their lives.
- Loves being creative
- She and her sister had their daughters 10 minutes apart!
Why we chose the name Prism Planning and Solutions Group
When starting on this journey, Julia knew the name she chose for the business was critical in creating the client experience.
She chose Prism Planning and Solutions Group because a prism takes in white light and breaks it out into many beautiful colors, showing the texture and complexity of each color as it comes out the other side.
We ARE that prism
Our process IS that prism
We break that light down into its components to see every nuance - and if there is a missing color, our team will work with you to find the solution and complete your light spectrum.
Why we do what we do
Why we do what we do is simple! People need someone they can trust and who will truly focus on helping them slice through the noise of everyday life.
They need someone who cares about their unique lives and helps them make informed decisions while understanding the trade-offs of their choices.
In other words, we do what we do to make a positive difference in people's lives.
1 Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.