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UFG Team

United Financial Group, Ltd. employs a team approach to servicing your account. You will work with a financial advisor to coordinate most aspects of the relationship and have access to a team of highly trained insurance and planning professionals. Our friendly and competent customer service personnel are here to meet your needs. We are committed to client service and dedicated to the pursuit of proper product selection based on a rigorous due diligence process.

Lee DeLorenzo, CFP®, CPWA®, AIF®, QPA, Founder and President

Lee DeLorenzo is President of United Asset Strategies, United Wealth Planning, United Financial Group, and United Retirement Consultants. She has been ranked and included annually as one of Americas Top 100 Women Financial Advisors by Forbes and Barron’s, and a Top 100 Advisor by the Financial Times. Lee has contributed to Forbes, the Wall Street Journal, Barron’s, the Financial Times, Fox Business News and Bloomberg Radio. Lee is committed to lifelong learning and holds her Certified Financial Planner®, Certified Private Wealth Advisor®, Accredited Investment Fiduciary®, Qualified Pension Administrator, and licensed life and health insurance licenses and designations.

Erin A. Gibbons, CFP®, NSSA®, Senior Financial Advisor

Erin A. Gibbons is a CFP® professional with more than 18 years of planning and investment industry experience. Erin has a BA from Marist College and a Certificate in Financial Planning from Bryant University. He is a National Social Security Advisor (NSSA®) and holds life and health insurance licenses. Erin aims to align proper planning and money management strategies to allow clients to focus on what matters most to them and their families. He is dedicated to exceeding client expectations and guiding them in their pursuit of financial success and to enjoy financial security before and throughout their retirement years.

Richard Sajkoski, Portfolio Manager & Financial Advisor

Richard Sajkoski joined United Financial Group in 2011 as a portfolio manager and investment counselor. After graduating from West Point, Richard served our country for seven years and finished his distinguished service as Captain in the United States Army. From 1993 to 2005, Richard was vice president of trading, specializing in fixed income at a major broker/dealer. From 2006 to 2011, Richard served as vice president and branch manager of a major global bank. His career in the financial services industry spans 20 years and his experience includes financial counseling, fixed income futures, underwriting, trading, institutional bond sales to mutual funds, and the development of arbitrage hedging strategies for a fixed income trading desk. Richard is FINRA 7, 24, 63 as well as Life and Health Insurance licensed.

M. Guy Riccardi, CFP ®, Portfolio Manager

After receiving his BA in Economics from Drew University in 2009, Guy Riccardi joined United as a Portfolio Manager. He has experience with fixed income, equity trading, and client service support, which allows him to aid our clients in meeting their financial goals and needs. His responsibilities include helping clients set proper investment targets and build portfolios. Guy is a CFP ® professional and holds life, health, and variable insurance licenses.

 

 

Christine Nardella, Financial Planning Associate

Ms. Nardella began her career in 2011 working for United Asset Strategies, Inc. as a financial planning associate. She graduated from Molloy College with a Masters in Personal Financial Planning and a Bachelors of Science in Business Management. She creates, maintains, and reviews budget and cash-flow analyses for our clients. Ms. Nardella assists the senior financial advisors of UASI with comprehensive financial, retirement, and estate planning. In addition, she holds life and health insurance licenses.
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All securities are offered by licensed individuals through United Financial Group, Ltd., a registered broker/dealer and a member of FINRA