Joseph Sturniolo – CEO; Joseph S. Sturniolo & Associates, Inc. Joe established the company in 1995 and leads a team of specialists in investment planning, financial services and estate planning strategies. As a Certified Financial Planner and member of the International Association of Financial Planners, Joe has over 28 years of experience in the financial industry including acting as Senior Vice President of Prudential Securities and Vice President of Investments at Kidder Peabody. Having managed over $100 million in assets for more than 300 clients at Prudential Securities, Joe was listed in the Chairman’s Council of the top 100 advisors and is currently one of the top five Financial Planners with Geneos Wealth Management.
Throughout his tenure, Joe has fine tuned his own unique strategic system, The Transition FormulaTM, so as to create customized Retirement and Wealth Management plans utilizing core systems of Financial Security and Financial Efficiency Maximization.
Joe believes that charity is a “part of the whole” in the ultimate financial process. He currently serves as a volunteer for charitable organizations including; Rotary, WAIT Training and ROAR®. In addition, Joe is a certified advisor for The Donor Motivation Program. As founder and CEO of ROAR®: Awakening The Lion Within, Joe redefines retirement and life transitions by helping people rediscover their passions so as to unleash new purpose and fulfillment. Joe co-authored the book, The Caterpillar That Roared, (currently available at Amazon.com) as a springboard to the understanding of ROAR®.
Our staff is comprised of a mix of extremely talented and experienced professionals with specialized disciplines. Each department supports the specific needs of our clients including; portfolio analysis and transactions, personal customer representation, scheduling, reports, financial planning and insurance needs. In addition, we can refer our clients to outside professionals for legal, accounting and insurance services. To see our Strategic Resource Network, click here, and type in the zip code and category of the professional you are seaking.
This team of professionals works together providing our clients the opportunity to meet the challenge of their transitions. Instilling a sense of strength, The Transition Formula is based on direction, confidence and passion. From conception to implementation, each plan is developed with the recognition that the process is ongoing as circumstances, goals and ideals change.
Steve D. Arrigan – President / Chief Compliance Officer Steve is responsible for opening and managing portfolio accounts, transactions, fund transfers, overall financial operations and regulatory compliance. Having specialized in this industry for over 20 years, Steve carries Series 7, 24 and 65 securities licenses. He is the key client contact for any account questions, requests, or analysis. Operations is highly steeped in detail. Our commitment is to implement systems, fine tune design and follow through on each of these details. Vince Lombardi said, "Individual commitment to a group effort - that is what makes a team work, a company work, a society work, a civilization work." We have that team in place.
Teig Stanley – Strategic Advisor JSS Teig’s thirteen years in the financial industry has given him the opportunity to work with a wide variety of clients including, the Department of Energy and Defense, Fortune 100 executives, non-profits, and foreign banks. Teig consults with highly select clients and corporations for the development of appropriate pension, 401(k) and retirement plans and packages.
Holly Glass – Director of Financial Planning Holly received her bachelors in Business and Finance, passed the CPA examination, and worked as a Series 7 investment advisor before being lured into the real estate development industry. Working as a Controller and Finance Director on projects in excess of $50 million, she has over 25 years experience in various functions of the financial industry. Working in conjunction with Joe, Holly analyzes researches and develops financial and retirement plans based on individual client needs. Designed specifically to enhance each unique situation, every scenario is performance optimized. Maximizing each dollar to its infinite return, she works to massage and implement a variety of strategies within the definition of retirement goals and needs. “Define a dream and we will design a future.”
Debra Jerome - Operations Assistant Debra is the newest addition to Joseph S. Sturniolo & Associates, Inc.. She brings with her a keen level of organizational skills and detail proficiency. Her tenure as an assistant with such firms as CH2M Hill and CDI Communications has given her the professionalism and proficiency to handle multiple projects with a focus on quality and efficiency. Debra earned her bachelors degree in geology from the University of Florida and earned her Professional Bookkeeper Certification from the Business School of the Rockies. Welcome Aboard!
Erin Daugherty – Director of Client Relations Erin brings a diverse business background to JSS with a concentration in client relations. She has worked in various industries including, financial service and insurance, health & beauty, and mental health and counseling. She has held a series 7 license, Life, Health, Property and Casualty licenses and has a B.A. degree in psychology from Humboldt State University. Erin develops and facilitates marketing and prospecting efforts, client events, and manages individual client relations for customer service. She is the main contact for any requests, concerns or questions from our clients and provides a uniquely distinctive individual service benefit.
Margaret Morrison – Executive Assistant Margaret is responsible for all administrative duties relating to the front office, including; scheduling all of Joe’s appointments, maintaining his calendar, hosting our clients, answering phones, maintaining files and keeping the office organized and efficient. Previously Margaret worked in customer service, primarily in the medical field.
Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC Advisory Services offered through Joseph S. Sturniolo and Associates, Inc. - Not insured by the FDIC or any other government agency - Not deposit of or guaranteed by the Bank or any Bank affiliate - May lose value - Every individual's financial and personal situation is unique, and market conditions fluctuate. As such, there can be no guarantees that the desired goals, objectives, or results will be achieved. Geneos Privacy Policy Joseph S. Sturniolo and Associates Privacy Policy
Joseph Sturniolo – CEO; Joseph S. Sturniolo & Associates, Inc. Joe established the company in 1995 and leads a team of specialists in investment planning, financial services and estate planning strategies. As a Certified Financial Planner and member of the International Association of Financial Planners, Joe has over 28 years of experience in the financial industry including acting as Senior Vice President of Prudential Securities and Vice President of Investments at Kidder Peabody. Having managed over $100 million in assets for more than 300 clients at Prudential Securities, Joe was listed in the Chairman’s Council of the top 100 advisors and is currently one of the top five Financial Planners with Geneos Wealth Management. 
