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<img itemprop='image' style='width: .75em' src='/wp-content/uploads/2018/05/rightArrow.png' alt=''> Our Team

Our Team

We are experienced professionals working as one team across multiple offices. Our mission is to help other professionals unclutter their financial affairs and get on with their lives and careers. We also have interests, community and personal experiences that contribute in great part to the whole that is SageBroadview.

LARRY ANNELLO, CPA/PFS, CFP®

Partner & Wealth Manager
SHERI IANNETTA CUPO, CFP®

Partner & Wealth Manager
J. DAVID PRINCIPE, CFP®

Wealth Manager
CHRISTOPHER J. ANNELLO, CFP®

Wealth Manager
KARINA ISABEL SALÉS LINEHAN

Associate Adviser
LYNN IANNETTA BAKER

Office Manager

We’re a Fee-Only, wealth management firm.

SAGEbroadview integrates financial life planning, portfolio management and tax planning.

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