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Meet the team

 
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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.

FUN FACTS:

- 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.


FUN FACTS:
- She is a twin!
- Every week she has Sunday dinner with her big Italian family

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Max Robinson - FINANCIAL PLANNING ANALYST

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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.


FUN FACTS:
- 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

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Sharon has worked in both Operations and Admin/Client Service in financial services since 1999. After more than twenty years with large firms she is excited to bring her deep knowledge and commitment to exceptional client service to Prism and its clients.

 

Understanding it’s the little things that make the difference, Sharon focuses on anticipating any and all operational needs of both clients and the business. She knows that ensuring everything administrative and operational running smoothly is a significant factor in fulfilling Prism’s mission of ensuring clients feel well-cared for, informed and secure.

FUN FACTS:
- 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

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Child actor who brings her creativity to financial planning.  Naoka is our in-house baker and artist extraordinaire. She ensures each of our clients knows we are thinking of them throughout the year with creative gifts and home-baked treats.   


Naoka grew up in Westchester and is the mother of three children.  She began working with Julia as a college intern more than 20 years ago, and shares Julia’s belief that forming deep connections with clients is critical as Prism seeks to make a positive difference in their lives. 


FUN FACTS:
- Her chalk creations have made her a local and online phenomenon 
- She and her sister had their daughters 10 minutes apart

 
 

Credentials Matter!

Credentials really do matter. They demonstrate our deep level of knowledge, our advanced training, allow us access to the best resources, and show our commitment to finding the very best solutions to match your needs.

As a
CERTIFIED FINANCIAL PLANNER™ 
(CFP®), Julia

  • Has in-depth knowledge of key financial planning areas such as the financial planning process, tax planning, employee benefits and retirement planning, estate planning and insurance.

  • Is trained to see the big picture of your investment needs.

  • Is ethically bound to advocate on behalf of you and to act in your best interests.

As a
CHARTERED RETIREMENT PLANNING COUNSELOR℠
(CRPC®), Julia

  • Is able to apply advanced retirement tools and knowledge to your situation.

  • Is experienced in designing retirement income streams, navigating health care options in retirement, and understanding the emotional component to your retirement.

As an
ACCREDITED DOMESTIC PARTNER ADVISOR℠
(ADPA®), Julia

  • Can address the unique financial planning needs of lesbian, gay, bisexual, transgender, and all LGBTQ+ individuals, as well as heterosexual couples who have chosen not to marry. 

As a
CERTIFIED PORTFOLIO MANAGER
(CPM®), Julia

Has a deep understanding and advanced knowledge in:

  • Fundamental security analysis

  • Asset allocation

  • Portfolio management concepts specific to managing discretionary portfolios

  • Valuation Analysis, Portfolio Construction and Risk Management

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.