Our Mission & Values
At Pagano/DiNicola Wealth Management & Strategic Tax Solutions, we believe that financial planning is about more than numbers — it’s about people, purpose, and building lasting confidence in your future.
Founded by Bill Pagano and Connie DiNicola, our firm was created to bring together decades of experience in wealth management, retirement planning, and tax strategy — all under one roof. We share a deep commitment to helping clients make informed, strategic decisions that align their finances with what truly matters most in life.
We take the time to listen and understand your goals, values, and aspirations. From there, we craft personalized strategies that help simplify the complex, uncover opportunities, and create clarity in every area of your financial life.
Whether you’re planning for retirement, growing your investments, or optimizing your tax strategy, we partner with you every step of the way — ensuring your plan evolves with you and your life.
Our mission is simple:
To help you make confident financial decisions, achieve your goals, and enjoy more of what matters most.
Meet Who You’ll Be Working With
Bill Pagano, CFP®, AIF®
Owner/Financial Advisor
Connie DiNicola
Owner/Financial Advisor/ Income Tax Principal
Jessica Miller
Business Manager/Financial Planning Assistant
Dawn Eldred
Client Services Administrator
Jen Stiokas
Executive Administrator
Plan for today,
Plan for the future
Every successful plan begins with a meaningful conversation.