Our Team of Professionals


     

        Joseph M. Pezzillo, CFS, Financial Consultant

President & Founder


 Karla Leone, Lead Assistant to Mr. Pezzillo


  
Matthew Foley, Registered Rep
 

 Eric Schroeder, Registered Principal


  Frank Henke, (Law Firm--Warner, Norcross, & Judd P.C.) **Estate Planning Attorney

Sterling Heights, MI


 Dominick Zack, (Zack & McNeil) **CPA-Accounting Firm

Rochester Hills, MI


 Kim Traxler (Professional Benefits Source) **Healthcare for groups/individuals

Macomb Township, MI 

 


 

 


 

 


 

 


 

**DISCLOSURE:


 

Mr. Henke, Mrs. Traxler, and Mr. Zack are Estate/Elder Law Attorney, Certified Public Accountant, and Healthcare Advisor that work for private practices in the tri-county area.  Pezzillo Financial Group (PFG) has recommended and worked closely with the attorney's, healthcare advisor, and accountant and their firms in cases where clients have requested. PFG is a seperate and unrelated company. QCC and QAM do not provide tax and/or legal advice.