https://atlasprivatewealthadvisors.com/our-services daily 0.75 2020-07-08 https://atlasprivatewealthadvisors.com/our-resources daily 0.75 2026-01-22 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/2defb5f2-e1ed-486e-bcda-ba3eeadf08b8/Screenshot+2026-01-22+at+2.13.20%E2%80%AFPM-2.png https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/c7f46fa0-e375-464c-8b25-e2b2db1a5e18/Icon+for+the+educational+newsletters.png https://atlasprivatewealthadvisors.com/home daily 1.0 2026-01-30 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1594054227048-4FMUNXMY096LRNOGTI96/shutterstock_1048438315.jpg Home - Our WHY WE BELIEVE IN EDUCATING OUR CLIENTS BY USING A COLLABORATIVE FINANCIAL PLANNING PROCESS TO ENSURE FINANCIAL PEACE OF MIND At Atlas, we serve your unique wants and needs. Our dedication to excellence means we stop at nothing to put you squarely on the road to success, with multi-generational planning and resources bespoke to your specific goals and values. We promise full commitment to our clients, and an unwavering support for them as they embark on their financial journey. https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1594584243661-3TXP7JGHZYE5W4A0NM7Q/TopographicPattern_SideElement_01.png Home https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1594093408114-FDOAF5EPDJN0Y5OQHXDQ/image-asset.jpeg Home - our Vision PARTNER FAMILIES WITH THEIR PERSONAL BOARD OF ADVISORS We know the future of Wealth Management. With Atlas, the best of the institutional approach to multi-generational wealth creation meets a family office atmosphere and full-service approach. We give our clients the absolute best experience, and a clear roadmap to pursuing their dreams. https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1594054165610-V98WD4UL7PZ43HQH5ET7/shutterstock_796346002.jpg Home - Why Us? OUR INDEPENDENCE. YOUR ADVANTAGE. Our allegiance is to our client—not the whims of the market or the interests of a larger corporation. At Atlas Private Wealth Advisors, we have the freedom of an independent organization with the technology and resources of the nation's largest* independent broker/dealer, LPL Financial. Our independence ensures our clients receive advice driven by the latest strategy, objective data, and industry expertise. *As reported by Financial Planning magazine, June 1996-2020, based on total revenue. https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1594584977927-CYGZV4BHEHO00KZ8ADNH/TopographicPattern_SideElement_02.png Home https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1594054251167-BN1XYQABSJ074YKK24DN/shutterstock_130103729.jpg Home - A Standard of Excellence OUR FIDUCIARY DUTY Our team is made up of highly trained wealth advisors with industry-leading training and certifications. As CERTIFIED FINANCIAL PLANNERS™, we abide by the highest standard of ethics and professional responsibility standards in our industry. This qualification means that we are held accountable to act in the clients' best interest, maintain confidentiality, and follow strict rules of Ethics and Standards. At Atlas, we believe our committed advisors and staff are the most critical factor of our clients’ success. Read Our Code of Ethics and Standards Check the background of your financial professional on FINRA's BrokerCheck. https://atlasprivatewealthadvisors.com/client-tools daily 0.75 2024-09-17 https://atlasprivatewealthadvisors.com/the-client-experience daily 0.75 2026-01-23 https://atlasprivatewealthadvisors.com/partnering-with-atlas daily 0.75 2026-01-23 https://atlasprivatewealthadvisors.com/lena-cazabet daily 0.75 2025-05-16 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/0c7c34dc-5f4f-4493-9fd9-416b4a338c8d/Lena+24+new.jpg Lena Cazabet - Lena Cazabat With over 16 years of experience in the financial services industry, Lena Cazabat is a dedicated and knowledgeable senior financial advisor who takes pride in helping individuals and families pursue their financial goals. Her approach combines deep industry insight with a genuine passion for educating clients while building long-term relationships. Lena studied Business and Marketing at Pace University in New York City and is a Chartered Retirement Planning Counselor (CRPC®), a designation earned at the College for Financial Planning. She is currently advancing her expertise by studying for the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Lena holds several key industry registrations, including: General Securities Representative (Series 7) through LPL Financial Uniform Combined State Law (Series 66) through both LPL Financial and Atlas Private Wealth Advisors Life, Accident, and Health Insurance license Outside the office, Lena is a proud wife and mother of two. Lena enjoys spending her free time traveling, gardening, watching TV, and caring for her fur babies—interests that keep her grounded and balanced in both her personal and professional life. Check the background of your financial professional on FINRAs BrokerCheck. https://atlasprivatewealthadvisors.com/samudra-p-raychaudhuri daily 0.75 2024-08-06 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1599689331260-COUUMLXSLAXI8YQLV4T5/Samudra.png SAMUDRA P. RAYCHAUDHURI - Samudra P. Raychaudhuri Samudra P. Raychaudhuri is a Senior Wealth Advisor with Atlas Private Wealth Advisors. In the industry since 2008, Samudra focuses on getting to know his clients on a personal level so that he can do the best job for them on a professional level. His areas of expertise include comprehensive financial planning and goal tracking to help clients pursue their financial goals; asset management, built around extensive conversations with his clients to better understand their comforts and concerns as they relate to the portfolio, and then tracking over time to adjust with his clients' needs; and risk mitigation by utilizing the necessary and appropriate insurance vehicles for his clients' situations. Please feel free to reach out to him with any questions you may have. Sam studied economics and psychology at Rutgers University and holds multiple securities registrations including General Securities Representative (Series 7) through LPL Financial, and Uniform Combined State Law (Series 66) through both LPL Financial and Atlas Private Wealth Advisors. He also has his Life, Accident and Health Insurance licenses, as well as his Accredited Portfolio Management Advisor℠ designation. Outside of the office, Sam is an avid fan of sports, Seinfeld, music, movies, and spending time with his family and friends. He was born and raised in central New Jersey where he still lives with his wife and 2 children but loves traveling all over and experiencing different people and cultures around the country and throughout the world. He also once auditioned for a Hollywood movie, but the role went to Kal Penn instead (this is true). Check the background of your financial professional on FINRAs BrokerCheck. https://atlasprivatewealthadvisors.com/travis-dauchy daily 0.75 2024-08-06 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/b06ff7f6-c4d2-4042-85fc-22f93fa3ece3/Travis+Dauchy.jpg TRAVIS DAUCHY - Travis Dauchy Travis Dauchy is a Senior Wealth Advisor at Atlas Private Wealth Advisors. Travis has served the needs of individuals, families, business owners and executive teams since 2000. As a CFP® practitioner he has helped clients with complex analysis of retirement planning, business sales, LBO buyouts, options analysis, tax planning and pension strategies. Travis earned a Bachelor of Science in Management and quadruple minors in Economics, Banking and Finance, Human Resource Management and Information Systems from York College of Pennsylvania in 2000 and holds multiple registrations including General Securities Representative (Series 7) and General Securities Principle (Series 24) through LPL Financial, and Uniform Combined State Law (Series 66) through both LPL Financial and Atlas Private Wealth Advisors. He also has the Life, Accident and Health Insurance licenses. He brings experience with Fortune 100 companies to the custom capabilities that Atlas PWA offers. He enjoys helping people pursue their goals, plan their future and structure their legacies. Check the background of your financial professional on FINRAs BrokerCheck. https://atlasprivatewealthadvisors.com/vladislav-krubich daily 0.75 2022-01-03 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1599688960135-TJF67M7ZLC14LG949D0M/vlad_bio_gold.jpg VLADISLAV KRUBICH - VLADISLAV KRUBICH Growing up as a first-generation immigrant, in a working-class neighborhood, I had a front row seat to the struggle of families that lived paycheck to paycheck. There was no ability to plan for a financial future, as our lives were anchored in living for today. I grew to understand that without financial literacy in the concepts of saving & investing for the future, there is no way out. There is minimal interest in educating hard working families on how to attain financial independence. Because of this experience, a curiosity was sparked to learn the financial secrets of how successful people accumulate wealth & more importantly, transfer that wealth across multi-generations. This interest in understanding capital markets & how to make money work for me that led me to Rutgers Business School. Upon graduation in 2000, I began my journey in wealth management & financial planning. Spending the first decade of my career at one of the large firms gave me the industry experience necessary to follow my dream of creating an institutional-quality family office. I founded Atlas Private Wealth Advisors, with a mission to empower families through education. It is our vision that every family is partnered with their very own personal Board of Advisors who provide a holistic one-stop wealth management solution, managing the entire wealth experience for our clients. At Atlas, we are always advancing our knowledge through continued education. In addition to multiple securities registrations, I hold several key professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), the Chartered Retirement Planning Counselor (CRPC®) designation, and the Accredited Portfolio Management Advisor℠ (APMA®), all being graduate-level designation programs for experienced financial professionals. I love what I do professionally, but a well-balanced life is essential. Outside of my responsibilities to clients & the firm, me & my wife Stella have a lust for adventure. We treasure our ability to travel, explore new lands & cultures. We enjoy trying new restaurants, being outdoors and staying active. It has also become increasingly important to set aside playtime for our new addition to the family, our little Gwyneth. With whatever time I have leftover, I enjoy exercise and playing tennis, running around with our puppy Loki (a Schnoodle), listening to podcasts, reading books and occasionally, if time permits a fun game of Dungeons & Dragons. If you are someone who wants to invest and engage in your future and the future of your children, I’d be delighted to meet you. https://atlasprivatewealthadvisors.com/tony-mayo daily 0.75 2021-08-24 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1599688362394-VQJEOUF29T4SLL6GQCXZ/Tony_Bio_gold.jpg TONY MAYO - TONY MAYO Tony is the Founder and Managing Principal of Atlas Private Wealth Advisors. After graduating from Rutgers Business School in 2001 with a Bachelor of Science, Tony began upon his journey to bring an institutional-quality family office experience to his clients. Tony’s vision is to offer a holistic one stop solution to managing all the financial and investment aspects of an affluent individual and/or family. His goal is to effectively grow and transfer wealth across generations for his clients. At the present, Tony splits his time between solving the financial complexities of his clients lives with the executive and investment responsibilities of operating Atlas PWA. Tony holds multiple securities registrations including General Securities Representative (Series 7) and Uniform Combined State Law (Series 66) through both LPL Financial and Atlas Private Wealth Advisors. He also has the Life, Accident and Health Insurance licenses. Tony also holds several professional designations, including the Certified Financial Planner (CFP®) designation conferred by the Certified Financial Planner Board of Standards, the Chartered Retirement Planning Counselor (CRPC®) designation conferred by the College for Financial Planning, the Accredited Portfolio Management Advisor℠ (APMA®) a graduate-level designation program for experienced financial professionals and the Certified Divorce Financial Analyst (CDFA®) Program which is designed for financial professionals seeking to become experts on the financial aspects of divorce. CRPC® conferred by the College for Financial Planning. Check the background of your financial professional on FINRAs BrokerCheck. https://atlasprivatewealthadvisors.com/sandra-h-dalton daily 0.75 2021-08-24 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1592927412617-NJV1CSEMWCN01HVR8V29/sandra.jpg SANDRA H. DALTON - SANDRA H. DALTON Ms. Dalton is the Founder of Champion Financial TEAM. She has more than 20 years of experience in financial services. After earning an undergraduate degree from Clemson University with a Bachelor's of Science in accounting in 1991 she furthered her education by achieving an MBA from Monmouth University with a concentration in finance. While attending graduate school at night she began a career in New York as a broker. In 1999 she began her financial planning career with American Express Financial Advisors (which subsequently became Ameriprise Financial) until 2017. Since 2017 she has been affiliated with Atlas Private Wealth Advisors and LPL Financial. LICENSES & CREDENTIALS: Series 63 Series 7 Series 24 Above licenses held with LPL Financial. Certified Divorce Financial Analyst, CDFA™ Chartered Financial Consultant, ChFC® Masters of Business Administration, MBA Champion Financial Team, Atlas Private Wealth Advisors and LPL Financial are separate entities. Check the background of your financial professional on FINRAs BrokerCheck. https://atlasprivatewealthadvisors.com/jonathan-d-caplan daily 0.75 2021-08-24 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1592885683305-K5YHBTC6QOZUICEXWR78/jon.jpg JONATHAN D. CAPLAN - JONATHAN D. CAPLAN www.caplancapital.com Check the background of your financial professional on FINRAs BrokerCheck. https://atlasprivatewealthadvisors.com/our-affiliates daily 0.75 2026-02-24 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/b06ff7f6-c4d2-4042-85fc-22f93fa3ece3/Travis+Dauchy.jpg Our Affiliates - Make it stand out TRAVIS DAUCHY CFP® tdauchy@atlaspwa.com Meet Travis https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1592885667276-BVO85QEYXCTT629031LE/sandra.jpg Our Affiliates - JONATHAN D. CAPLAN SANDRA H. DALTON CDFA®, CHFC®, MBA FINANCIAL ADVISOR 833.411.0455 sdalton@championft.com Meet Sandra https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1599689331260-COUUMLXSLAXI8YQLV4T5/Samudra.png Our Affiliates - Make it stand out SAM RAYCHAUDHURI APMA® SENIOR WEALTH ADVISOR Meet Sam https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/58aaabdc-9f7f-4b94-9104-2b8ebb82a156/Liam+8.jpg Our Affiliates - Make it stand out LIAM BYRNE WEALTH ADVISOR lbyrne@championft.com https://atlasprivatewealthadvisors.com/test daily 0.75 2020-09-10 https://atlasprivatewealthadvisors.com/resources-brochure daily 0.75 2022-06-01 https://atlasprivatewealthadvisors.com/careers-brochure daily 0.75 2020-09-10 https://atlasprivatewealthadvisors.com/ryan-coburn daily 0.75 2024-05-17 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/3c94aaaf-afe3-43f5-8043-73fa4354e2eb/Coburn%2C+Ryan+-+Headshot.jpg Ryan Coburn - ryan coburn Ryan is the Chief of Staff and Director of Financial Planning at Atlas Private Wealth Advisors. He specializes in complex planning case design, analysis, and presentation. Ryan believes that financial wellness is just as important as physical and mental wellness, and that everyone should have an up-to-date comprehensive financial plan in place to help them achieve their goals and lead a fulfilling life. Ryan's unique background in teaching and financial planning technology puts him in the ideal position to educate and empower Atlas clients. Ryan recently earned his MBA from West Chester University, and he earned his B.A. in Economics and French, his Honors International Relations Certificate, and his M.A. in French Studies all from the University of Massachusetts, Amherst. He also holds the Certified Financial Planner (CFP®) designation conferred by the Certified Financial Planner Board of Standards Ryan lives in Philadelphia with his wife Nathalie and their two young children, George and Estelle. He loves reading, running and traveling. https://atlasprivatewealthadvisors.com/andrew-rappolt daily 0.75 2025-03-12 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/5827fe60-f595-4667-8ead-6b9a6f55040d/JR0276-1-78-5WB.jpg Andrew Rappolt - andrew Rappolt Andrew joined Atlas in 2021 as an Investment Specialist working with advisors on investment analysis and portfolio management with a macroeconomic focus while also handling the firm’s trading operations. He has been in the industry since 2005 working for large firms like JPMorgan Chase and Wells Fargo as well as smaller RIAs on both the client facing and back-office support positions. He holds a BS in Economics from University of Oregon (2003) and a Masters in Security Analysis and Portfolio Management from Creighton University (2014). Married since 2017, he has 3 children the oldest born in 2005 youngest in 2023 (and 2 cats that truly are the masters of the house) and when not attempting unsuccessfully to wrangle the chaos that is his and wife’s household in free time like to enjoy the outdoors or go to the movies. During summer likely can find a Giants baseball game on the TV or radio as background noise (if not at the actual game itself). Fun fact: In 4th grade he was his school's spelling champion. The winning word was “cardinal”… which also happened to be on his best friend’s jersey for little league day-- (he was was sitting in the front row) and hasn’t been able to spell since without the use of autocorrect…. https://atlasprivatewealthadvisors.com/paul-carpenter daily 0.75 2022-01-03 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/ffb47eda-27b3-485d-a14c-3dd543a5da3d/Paul+Carpenter.jpg Paul Carpenter - Paul Carpenter Paul’s father started what became the family business in 1953 with a dream to provide proactive and effective tax and financial advice to friends and neighbors. Paul joined him after college and together they subsequently grew the business. Over time, and in response to clients' needs, they became a modern financial services firm growing by reputation, and providing effective solutions to real-life money challenges. Paul spent his entire career carefully guiding friends and neighbors along the path of making wise and effective financial choices. Paul invites you to let him be your guide as you navigate your financial future with newfound vision. https://atlasprivatewealthadvisors.com/john-goodwin daily 0.75 2022-03-22 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/73cb198a-dcad-420b-af82-a537e723d835/MJS03770.jpg John Goodwin - John Goodwin John has been serving the needs of individuals, business partners, and corporate executives since 1994. John earned a degree in Management with a concentration in Accounting from Millikin University. He holds multiple registrations including General Securities Representative (Series 7), and General Securities Principal (series 24), along with a Series 65/63 through LPL Financial. He also has his Life, Health, and Accident Insurance licenses, and a decade of experience within the insurance industry. He started his financial career after selling a successful temporary services business in 1993. With knowledge in brokerage, insurance, and business ownership, John’s expertise encompasses many useful traits for a variety of clients. John specializes in helping clients with complex retirement strategies, as well as keeping a keen eye on tax advantaged investing. Originally from the Chicago suburban area, John came to NJ and started a family. With the kids now grown, John has knowledge of College Planning and strategies for navigating financial aid. Now, with two grandchildren, he is now busy planning for their college education. https://atlasprivatewealthadvisors.com/janice-schneider daily 0.75 2025-01-28 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/eade9dab-65d8-45fb-bc5a-ce19fb986726/JR0276-1-64-5WB.jpg Janice Schneider - Janice Schneider Jan has been a financial planner for more than four decades. She strongly believes in the financial planning process. Much has changed since she started in the profession. Today, people are routinely living into their 80s and 90s and, many no longer have pensions in retirement. The financial planner plays a critical role in helping her clients develop a plan of action and achieve financial security. Jan has lived in Sonoma County since the late 1970s. In her leisure time, she loves to take long walks, hiking and Pilates. A perfect day might include a trip to the farmers’ market, cooking a locally sourced meal, pairing it with one of Sonoma County’s fine wines and, enjoying it with her husband and good friends. https://atlasprivatewealthadvisors.com/our-team daily 0.75 2026-04-02 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/42e16c67-ea59-4c28-8577-e0a0e3f2e158/Paul+Carpenter.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/f91a8029-6281-496a-9678-a81ef37cc156/Klonicky_Wendy_1777.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/5d6cd8cc-2792-4370-86dd-b4c03a8d99d0/Klonicky_Christian_1783.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/9b8bff13-fde8-437e-ba9d-aa6cde1e8ea8/SK_Website_photo.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/23f45f4a-1515-409d-91ed-2d0fd9c09fad/Wendy_Pic.png Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/67468a27-1bfd-4bd5-913e-4641419ddfaf/Headshot+for+website.png Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/0c7c34dc-5f4f-4493-9fd9-416b4a338c8d/Lena+24+new.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/cb5c7c9e-a2f4-4170-8f13-a1b0dd8eb48a/Dennis.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/f35c88bd-6d55-47d6-86d6-e81915dc8bb8/SARAH.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/303dbe1b-fb50-42dd-b725-c5a04bd05c49/824289934.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/3bba9ee1-e793-420c-a263-15181d4f0a26/Isabela_Headshot.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/65ffd25d-26b3-4876-9b1d-cc3fcbd9195a/Eli_Headshot.png Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/8637fa81-fdf3-4741-b616-2ee377242916/JR0276-1-78-5WB.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1ee08602-5674-41c9-a308-0ec574962ab2/89ad80d0-7739-4741-ab43-be807784259b.JPG Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/c3a8d138-c96a-43d3-9505-39f22a0e0ee5/Nandcy+B+HS.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/55d5d277-0a60-48cf-8f42-789e0a617536/IMG_3056a+dig.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/4b12ec2d-b807-47bb-8480-83b41cb64434/Sharon.png Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/371e3060-4565-46a4-bb66-e2e198a8dcdf/FrankOrlando_Professional_Headshot.webp Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/3a938b5f-b281-4cdb-bebc-d68a1917a5ed/Ryan+Gold+%281%29.png Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1599688960135-TJF67M7ZLC14LG949D0M/vlad_bio_gold.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1599688362394-VQJEOUF29T4SLL6GQCXZ/Tony_Bio_gold.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/a5c33aa1-a3df-4a27-a1f4-370807bfc1b4/Chris+IMG_2156.jpg Our Team https://atlasprivatewealthadvisors.com/nancy-bockelman daily 0.75 2024-06-21 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/c3a8d138-c96a-43d3-9505-39f22a0e0ee5/Nandcy+B+HS.jpg NANCY BOCKELMAN - NANCY BOCKELMAN Nancy began her career in the financial services industry in 2003 at the behest of a former mentor and LPL advisor and it was not long before she was hooked on the complexities of the ever-changing financial industry. In 2004 she obtained her Series 6 and series 63 licenses and continued to spend the next 10 years assisting and supporting LPL Advisors in Sonoma County, CA. Over time she began to realize there was more to just investment management when it came to financial health, and she soon found an appreciation for financial planning and a holistic approach to wealth management. She particularly enjoys putting together the puzzle pieces to the financial plan, explaining the plan to clients and helping them feel reassured about their financial future. In 2023 she joined the Certified Financial Planner program and is studying to obtain her Certified Financial Planner Designation. Nancy was raised on the east coast, spent several years living in the California Bay Area and now resides in Florida. Nancy lives with her husband and two cats. She enjoys being outdoors, camping, hiking, sailing, and reading. In addition to her securities licenses, she has a Bachelor’s Degree in Environmental Studies, holds her US Coast Guard OUVP Captain’s License and is an certified ASA Sailing Instructor. https://atlasprivatewealthadvisors.com/christian-konicky daily 0.75 2024-07-25 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/5d6cd8cc-2792-4370-86dd-b4c03a8d99d0/Klonicky_Christian_1783.jpg CHRISTIAN KONICKY - CHRISTIAN KONICKY Christian Konicky is a financial advisor with Atlas Private Wealth Advisors. With a strong foundation in Economics and Finance from the University of Pittsburgh Johnstown, he is dedicated to helping individuals and families achieve their financial goals with personalized strategies. Christian understands that every client's situation is unique and combines his academic knowledge with practical insights gained through years of experience and mentorship to craft comprehensive financial plans aimed at maximizing wealth and ensuring long-term financial well-being. Beyond his professional endeavors, Christian is deeply involved in his local community as a board member of the Discover Downtown Johnstown Partnership. This role allows him to contribute actively to the growth and prosperity of his hometown, Johnstown, reflecting his commitment to making a positive impact on the people in his community. Christian holds both Series 7 and Series 66 licenses, underscoring his commitment to maintaining the highest standards of professionalism and ethical conduct in his work. Whether you're planning for retirement, saving for education, or managing investments, Christian is here to provide guidance and support every step of the way. https://atlasprivatewealthadvisors.com/wendy-ruffing daily 0.75 2025-04-11 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/23f45f4a-1515-409d-91ed-2d0fd9c09fad/Wendy_Pic.png Wendy Ruffing - Wendy Ruffing Wendy joined Atlas in 2024 as a Client Relations Concierge where she acts as a liaison between firm members, clients, and custodians. She holds a master’s in social work, Child & Family Therapy from The Ohio State University. With 10+ years of service experience, she began her career in client services in the healthcare (Medicare) industry, moving to the mortgage industry, and finally to the wealth management arena. Once her two sons graduated from college, and longing for warmer weather and ocean breezes, Wendy made the move to Southwest Florida. Originally from the East Coast, Wendy grew up all over the country (and Canada), moving almost every year. She is a voracious reader and enjoys spending time with her large family on Cape Cod, Massachusetts (which she considers home). https://atlasprivatewealthadvisors.com/sharon-midura daily 0.75 2025-04-11 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/91f7322a-876c-42b7-a385-9a1294fa7131/Headshot+for+website.jpg Sharon Midura - Sharon Midura Sharon joined Atlas in 2024 as a Client Relations Concierge where she acts as a liaison between firm members, clients, and custodians. She is a principal point of contact for Atlas’s clients, collaborating with Senior Advisors and firm Principals to ensure seamless communication and execution of client directives. With 20+ years of financial industry experience, Sharon has built and nurtured enduring client relationships at both large institutional firms and small wealth advisory family offices. Sharon holds a BS in Business Management from Lesley University in Cambridge, MA. In her free time, she enjoys spending time outside hiking, fishing, gardening, and spending time with family and friends on the waters around her home on Cape Cod, Massachusetts. https://atlasprivatewealthadvisors.com/cyndi-cuzydlo daily 0.75 2025-04-11 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/b4378b9d-9774-499f-8a29-5710e2003769/cyndi_cuzydlo_portrait+.JPG https://atlasprivatewealthadvisors.com/awards daily 0.75 2026-01-23 https://atlasprivatewealthadvisors.com/new-page-2 daily 0.75 2024-03-25 https://atlasprivatewealthadvisors.com/new-page-4 daily 0.75 2024-03-25 https://atlasprivatewealthadvisors.com/christophercusack daily 0.75 2024-10-15 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/55d5d277-0a60-48cf-8f42-789e0a617536/IMG_3056a+dig.jpg Christopher Cusack - Christopher Cusack As a Financial Planning Associate at Atlas Private Wealth Advisors, Chris brings a passion for wealth management and a drive to deliver exceptional client experiences. With a dual degree in Finance and Sport Management from Seton Hall University, Chris also holds a Wealth Management minor and a certificate in Leadership from the Buccino Leadership Institute. Chris's journey with Atlas began as an operations intern during his final semester at Seton Hall. After graduating in May 2023, he joined the team full-time as a Client Relations Specialist before transitioning to his current role. Chris is now pursuing his CERTIFIED FINANCIAL PLANNER™ certification and has obtained his Series 7 and 66 licenses. Chris envisions a career as a trusted CFP® professional and financial advisor, catering to the unique needs of professional athletes, sports executives, and other industry professionals, with a goal of establishing a strong network and reputation in this specialized field. Outside of Atlas, Chris is an active member of his Catholic church, leading both the Youth Group and Young Adult Ministry. He enjoys staying active through weightlifting, basketball, pickleball, and swimming, and is a fan of various sports teams including the Knicks, Yankees, and Giants. Chris also values time with family and friends, watching movies, reading novels, and collecting comic books. https://atlasprivatewealthadvisors.com/whitepaper daily 0.75 2026-02-20 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1737562731446-RY9ZNJT40FPKXHRRL2J7/unsplash-image-sfL_QOnmy00.jpg https://atlasprivatewealthadvisors.com/frank-orlando daily 0.75 2025-02-19 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/edc50351-0f80-4977-8203-88a90fe4dd34/FrankOrlando.jpg https://atlasprivatewealthadvisors.com/joseph-zaccardi daily 0.75 2025-04-11 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/bbaef495-211e-4558-99b6-fdb26979bab1/89ad80d0-7739-4741-ab43-be807784259b.JPG https://atlasprivatewealthadvisors.com/sharon-grinestaff daily 0.75 2025-05-15 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/4b12ec2d-b807-47bb-8480-83b41cb64434/Sharon.png https://atlasprivatewealthadvisors.com/dennis-grinestaff daily 0.75 2025-05-19 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/cb5c7c9e-a2f4-4170-8f13-a1b0dd8eb48a/Dennis.jpg https://atlasprivatewealthadvisors.com/sarah-dickey daily 0.75 2025-05-15 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/f35c88bd-6d55-47d6-86d6-e81915dc8bb8/SARAH.jpg https://atlasprivatewealthadvisors.com/disclosures daily 0.75 2025-12-05 https://atlasprivatewealthadvisors.com/newsletters daily 0.75 2026-04-02 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/1763651580905-PQXI85YUHXH377R4BESR/unsplash-image-WYd_PkCa1BY.jpg https://atlasprivatewealthadvisors.com/eli-burgos daily 0.75 2026-01-22 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/786a6035-9649-4a77-adcc-e9306164061b/Eli.png Eli Burgos - Eli Burgos Eli is a Wealth Advisor at Atlas Private Wealth Advisors, where he is passionate about helping individuals and families reach their financial goals through thoughtful planning and personalized guidance. He takes pride in building meaningful relationships with clients and providing the clarity and confidence they need to make sound financial decisions. Eli earned his Bachelor’s degree in Finance with a minor in Wealth Management from Seton Hall University. He also has completed additional coursework in financial planning. Outside of Atlas, Eli enjoys spending time with family and exploring opportunities in real estate investing. He is driven by the same principles he shares with clients—building lasting wealth, creating stability, and leaving a legacy for future generations. https://atlasprivatewealthadvisors.com/chris-disclosure daily 0.75 2026-02-25 https://images.squarespace-cdn.com/content/v1/5e98881df367ce0d318f1d6b/13ffdfb2-61ac-4942-bf90-4e3a32b0c0e3/Chris+IMG_2156.jpg