Archive

20 May Cari Walling

Cari joined Procyon Partners in 2021 following the merger with Pivotal Planning Group, LLC. Her career in financial services began in 2000 as a Sales Associate at Credit Suisse (formerly Donaldson, Lufkin and Jenrette), where she provided support to high-net-worth individuals, institutions, and family offices in their financial planning and execution.

She later joined The Ayco Company, a subsidiary of Goldman Sachs, where she led the Goldman Sachs Investment Services team. In this role, she supported Managing Directors of Goldman Sachs and Private Wealth Management clients with their self-directed management of assets.

Cari’s life took a turn when she met her husband, an FDNY Firefighter, while skiing in Killington, VT. This led her to make the transition to Long Island in 2016 to start a family. She spent two years as a Financial Advisor at AXA Advisors before joining Pivotal Planning Group in 2019.

In her free time, Cari enjoys bike riding and cherishes spending time with her family. Her commitment to her career in financial services and her dedication to her family make her a well-rounded professional and a valued member of the Procyon team.

01 Jun Deirdre Nealon

Deirdre is a seasoned professional with extensive experience in cultivating and maintaining strong relationships with high-net-worth clients. Her career in the financial industry began in 2003, where she consistently demonstrated a commitment to executing tasks with professionalism and precision while exceeding expectations.

After studying Psychology at Rollins College, Deirdre gained valuable experience in client service and administrative support at Merrill Lynch. Her dedication to her work led to her appointment as a coach to her peers, where she provided guidance, oversaw firm initiatives, and ensured their success.

With her strong work ethic, attention to detail, and ability to build meaningful relationships, Deirdre is a valuable asset to the Procyon team. Her commitment to providing excellent client service and her passion for her work contribute to the firm’s success in serving high-net-worth individuals and families.

Deirdre resides in Stratford, CT, and enjoys various activities outside of work. She finds joy in traveling, reading, and spending quality time with her family, friends, and fur babies.

03 Nov Selena Kemp

Selena has amassed over 20 years of experience in financial services and wealth management planning. She embarked on her career in 1998 as an Institutional Associate at BNY Mellon (formerly Dreyfus Service Corporation), where she provided support to high-net-worth clients, institutions, and family offices, gaining valuable knowledge in the field.

Taking a leap of faith, Selena transitioned from back-office operations in New York to Richmond, VA, and later to Baltimore, MD. In these new locations, she played a crucial role in opening a new Brokerage office as a Retirement Plan Specialist and Client Relationship Manager for TD Waterhouse. Subsequently, she joined Wells Fargo Advisors, where she spent 15 years supporting Advisors with high-net-worth clients, aiding them in growing their practices. In 2022, Selena joined Procyon Partners as a subject matter expert and Team Lead.

Selena’s extensive experience, dedication to client service, and expertise in wealth management planning make her an invaluable member of the Procyon team. Her leadership skills and passion for diversity and inclusion contribute to the firm’s success in providing comprehensive financial services to high-net-worth individuals and families.

Throughout her career, Selena has taken on various Diversity & Inclusion leadership roles, showcasing her commitment to fostering inclusive environments in the workplace. In her personal life, Selena cherishes spending time with her husband and four children. She values moments of peace and solitude, seeking out quiet places when she can find them.

01 Jun Lisa Allen

Lisa plays a vital role in supporting Procyon clients, utilizing her keen attention to detail and extensive knowledge of the firm’s policies, procedures, and technology. With these skills, Lisa effectively anticipates client needs, resolves any issues they may encounter, and ensures exceptional service delivery.

Prior to joining Procyon, Lisa enjoyed a diverse career path that included working as a computer programmer/analyst, a paraprofessional in the school system, and a financial assistant. This diverse background has equipped her with a broad range of skills and experiences that she brings to her role at Procyon.

Lisa holds a B.S. degree in Business Administration from the University of Connecticut and an M.B.A. from Sacred Heart University, further enhancing her knowledge and understanding of business principles.

Lisa’s dedication to providing exceptional service, coupled with her expertise and commitment to ongoing learning, makes her a valuable asset to Procyon. Her ability to effectively support clients and ensure their needs are met contributes to the firm’s mission of delivering comprehensive financial services and outstanding client experiences.

In her leisure time, Lisa finds relaxation in the pages of a good book, explores new destinations through travel, and cherishes moments spent with her family and friends. She resides in Orange, CT, alongside her husband and four children.

26 Apr Ashlynn Evans

Ashlynn recently joined Procyon Partners as a Client Service Associate with 11 years of experience in Financial Services and Wealth Management. Her career began in 2013 as an Operations Associate at Oppenheimer & Co Inc., where she provided operational support to the five main branches.

She later joined UBS Financial Services where she supported a team of Advisors, providing operational and administrative support. As a Client Service Associate, Ashlynn takes great pleasure in providing exceptional services to clients and her team, ensuring a strong financial foundation to new and existing high-net-worth connections.

In her free time, Ashlynn enjoys volunteering at an animal hospital, spending time with her family and playing outdoor sports such as softball and soccer. She also values spending time at the beach and soaking up the sun.

04 Nov Zamena Bridglal

Zamena joined Procyon in 2022 as a Client Service Associate, bringing with her an impressive 35 years of banking experience. Her primary focus in this role is to deliver exceptional service to clients and establish strong relationships with them.

Originally from Trinidad and Tobago, Zamena began her career at Republic Bank Limited before relocating to the United States in 2006. She then embarked on a successful journey in the banking industry, working at Wells Fargo in various roles and steadily progressing to the position of Service Manager. Eventually, she made a transition to the wealth management division, further enhancing her expertise in serving clients’ financial needs.

With her extensive banking background and dedication to providing exceptional client service, Zamena is a valuable addition to the Procyon team. Her commitment to building strong client relationships aligns perfectly with the firm’s goal of delivering high-quality financial services.

Zamena currently resides in Catonsville, MD, where she enjoys spending quality time with her family. Outside of work, she finds joy in reading and gardening, indulging in hobbies that nurture her mind and bring serenity to her life.

16 Dec Jeannine Parisi

Jeannine joined Procyon Partners in December 2024, bringing over 22 years of experience as a Client Service Associate. She is skilled in managing all aspects of the investment account process, including new business, client onboarding, and servicing existing accounts.

Prior to joining Procyon, Jeannine worked at top firms including Wells Fargo Advisors, AG Edwards, and Smith Barney. Her dedication to going the extra mile and her friendly personality help her build trust and meaningful connections with clients while delivering exceptional service.

Jeannine enjoys spending time outdoors, walking, reading, and cooking or baking for her family. She lives in Massapequa with her husband, Tony, their sons, Anthony and Christian, and their goldendoodle, Stanley.

13 Oct Amalia Lee

Amalia joined Procyon in 2025 as a Client Service Associate, bringing with her over five years of experience of client service in the financial industry. Prior to joining Procyon, she worked as a Client Service Coordinator, where she earned a reputation for her attention to detail, responsiveness, and dedication to delivering outstanding service. Amalia is deeply committed to building meaningful client relationships and takes pride in ensuring each client feels supported and valued throughout every stage of their journey. 

Outside of work, Amalia enjoys spending quality time with her husband, Darian, their son, Aleksander, and their two dogs. As a lifelong Disney enthusiast, she’s always planning her family’s next adventure. Amalia can be found often reading – continually adding to her ever-growing book collection.

10 Nov Rebecca Bartro

Rebecca joined Procyon in 2025 as a Client Service Associate, bringing over five years of experience in client service, primarily with RIA firms. She is passionate about delivering a personalized experience and believes every interaction matters. Known for her warm approach and commitment to excellence, Rebecca creates an experience where every client feels comfortable and confident.
After spending ten years in Colorado, Rebecca returned to her home state of Connecticut. She and her husband, Cody, both natives, are raising their two year old daughter, Camila in Wilton. Outside of work, Rebecca enjoys baking, decorating, and spending time with her family.

02 Dec Erin Verzinski

Erin serves as a Client Service Associate at Procyon, where she supports the advisory team with precision, professionalism, and care. She is dedicated to ensuring every client interaction reflects Procyon’s commitment to excellence and trusted service.

Erin holds a Bachelor of Science in Community Development from Central Michigan University, graduating magna cum laude. Her academic focus on strategic communication and organizational leadership provides a strong foundation for her role supporting clients and advisors. She continues to expand her knowledge through ongoing professional development, deepening her expertise in client service and financial operations.

Known for her focus and dependability, Erin approaches each task with diligence and thoughtfulness. She helps create meaningful client experiences, ensuring that each relationship is supported with consistency and respect. Erin’s dedication to learning and collaboration reflects Procyon’s values of integrity, service, and continuous improvement.

02 Dec Amaris Roman

Amaris serves as a Client Service Associate at Procyon, where she supports clients through every stage of their financial journey with professionalism, care, and thoughtfulness. She assists with account management, RMD processing, and major life-event transactions, helping ensure each interaction reflects the firm’s high standards of service.

Amaris is currently completing her bachelor’s degree in International Business and Economics at the University of North Texas, where she has developed a strong foundation in global markets, finance, and client relations. She brings more than four years of experience in wealth management and financial services, along with a background in hospitality that shaped her client-first perspective.

She approaches every client relationship with curiosity and a genuine desire to understand individual goals. Her ability to combine technical knowledge with empathy allows her to create positive, dependable experiences for clients and colleagues alike.

Outside of work, Amaris enjoys exploring new experiences that challenge her perspective and inspire personal growth.