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Who We Are

Meet our team

Knowledgeable Professionals Dedicated to Your Success

At Tailored Wealth, we're passionate about providing specialized service that simplifies the planning process. We put your best interests at the center of everything we do, and we work collaboratively to ensure you have everything you need to pursue the life you deserve. With each of our team members bringing unique skills to the table, we strive to provide thorough, thoughtful, timely advice.

Dan Pascone

Founder & CEO

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Matt Foederer

Director of Portfolio Management & Trading

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Lisa Zajkowski

Director of
Client Services

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Strategic Partners

Joe Bedford

Strategic Tax Partner for Tailored Wealth

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Dan Wice

Insurance and Advanced Case Specialist

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