Meet Our Team

Our team approach provides clients with the highest level of personalized service.

After many years in the business, we have developed a reputation for educating clients in an easy-to-understand manner so they can be confident along the journey to achieving their financial goals.

Matthew J. Caruso, AIF^®, CFP^®, ChFC^®

Chairman, President & CEO

matthew@delorenzo.financial

Matt developed an early interest in finance and investing, which led him to earn a Bachelor of Business Administration in Finance, Cum Laude, from Pace University's Lubin School of Business. He began his professional journey in 1997 at...

Albert J. DeLorenzo, Jr., CFP^®, AEP^®

Founder & Chairman Emeritus

albert.delorenzo@lpl.com

Albert J. DeLorenzo, Jr., CFP®, AEP®, is the founder of DeLorenzo Financial Planning Associates, a firm he built from the ground up and led for over 35 years. Al began his career in financial services in 1972 with IDS Financial...

Maria G. Figurski

Director of Operations

maria.figurski@lpl.com

Maria, known as "Gaby", is familiar to many clients being a veteran of the firm for over 20 years. As Director of Operations, she plays a key role in ensuring timely, accurate execution of account processing and management. Known as...

Margaret A. Rzeznik

Client Relationship Manager

margaret@delorenzo.financial

As Client Relationship Manager, Margaret is dedicated to enhancing the overall client experience. She plays a key role in overseeing and managing the organization's interactions with clients. Her responsibilities center on building and...

Toni Jimenez

Client Support Administrator

toni.jimenez@lpl.com

Toni serves as an integral part of the Client Support Team. She provides essential administrative and client support, prepares materials for client meetings, responds to client inquiries, and helps maintain accurate and organized...