Rocco Scarsella
President & Founder
A home for your full financial world.
Our Story
At Sano, we take on full responsibility for your financial life. Taxes, investments, Medicare, retirement, estate planning, and the small, in-between things that no one warns you about but can make all the difference.
Our
values
Trust is built in the moments that matter—when life changes unexpectedly, emergencies arise, and certainty feels hard to find. That’s where our values lead.
You'll notice it in the preparation, the follow-up, and the care taken with every detail. We show up ready, do the work thoroughly, and handle things the right way—without shortcuts or show.
We pay attention to what's coming and speak up when something could matter. Sometimes that means bringing up opportunities you didn't even know were on the table.
We do things the right way, every time — honestly, consistently, and without cutting corners. You can trust that we'll always handle your confidence in us with the care it deserves.
This is a family-run business, and you'll feel it right away. We know your name, remember the little things, and when something changes, we're there to back you up.
We take the time to educate you and explain things patiently, so no decision feels overwhelming. You don't need to be an expert. That's our job — and we do it best together.
Our name
The meaning
of Sano.
In Italian, Sano means wholesome, healthy, and sound. As a family business, those words carry weight. They speak to a way of living: grounded, safe, and entirely cared for. We named ourselves after that feeling because it’s exactly what we set out to create for every family that walks through our door.
We’re firm believers that when your financial life is wholly taken care of, your personal life becomes calmer, clearer, more complete. That’s the kind of wellbeing we’re in the business of providing.
Testimonials
Hear it
from them.
Clients come to us because they want advisors who feel familiar and work with intention. They stay because they can sense the sincerity behind the effort.
They provided some
advice, and even
mentorship, that I don’t
know I would have
otherwise gotten
anywhere else.
Founding story
A heritage of
hard work.
Our founder, Rocco, grew up in a family where you didn’t wait around for someone else to solve a problem. You stepped in.
After an accident left his mother with lasting injuries at a young age, he had to sort through decisions that felt overwhelming. Bit by bit, he figured out how the system worked and soon found himself helping neighbors and friends do the same.
When he started Sano, his goal was to build a firm that shared his philosophy of care. Show up for one another. Work hard. Pay attention. Treat people like they matter.
Today, his sons carry that legacy forward alongside a team that feels just as much like family. It’s a way of working we’re proud to share, and one we look forward to extending to you.
Meet the team.
Executive Team
Leadership Team
Morgan Sobolewski, FPQP®
Director of Financial Planning & Advisor Success
Adam San Juan
Director of Retirement Plans & Financial Planner
Colleen Troia
Director of Finance
Melissa Zwier
Director of Administration
Jessica Ozlanski
Director of Service
Jenny Range
Director of Marketing
Kevin Cox
Director of Health
Jerome Assenmacher, CPA
Director of Tax
Jon Powrozek, CFP®
Director of Wealth & Financial Planner
Meet the rest of
the Team.
You might be
wondering.
You’re likely a good fit if you’re looking for more than someone to manage accounts. Sano is built for people who want a steady partner—someone who understands the full picture and stays close through life’s changes. We work best with individuals, families, and business owners navigating complexity, transition, or uncertainty.
Sano is built around a multi-disciplinary team. That includes CFAs and CFP professionals guiding financial strategy, CPAs and tax advisors grounded in tax planning, and licensed Medicare and healthcare brokers who help you navigate healthcare options with confidence. It’s the combination of these perspectives, not just titles, that gives you a complete view of your financial life.
Everyone's situation is different. Our financial planning process helps you understand where you stand, what's possible, and what needs attention now versus later. From there, we can offer highly personalized recommendations and build the foundation of our relationship.
Yes. Tax planning is fully integrated into how we work. We review your tax return, look ahead at how today’s decisions affect future outcomes, and coordinate with your CPA when appropriate. We believe taxes shouldn’t be an afterthought—they’re part of nearly every financial decision, and planning without them leaves gaps.