Broker Check

Applied Financial Group - Woodbury, NY

The Living Balance Sheet
 

Team

At Applied Financial Group, our team includes a number of financial professionals with unique backgrounds, but a shared desire to improve people’s lives. While most of our clients work closely with one advisor, they receive the benefit of multiple opinions, insight, and outlook. We offer the in-depth service and resources of a large institution with the attention and strong relationships of a boutique firm.

Meet our team:

 

Richard Pope, CAP

President and Chief Executive Officer

239-270-5336

239-210-9230

Richard Pope, President and CEO of Applied Financial Group, has a history of success in the Financial and Insurance Industry.

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Mary Anne Mark

Administrative Assistant

239-270-5336

239-210-9230

Mary Anne Mark is the Administrative Assistant with Applied Financial Group. From scheduling appointments to assisting clients with their questions, she helps ensure the firm runs smoothly on a day-to-day basis.

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Eric Forgione

Financial Specialist

516.677.6212

516.677.6858

Eric Forgione started his career in the financial services industry as a broker with Sound Wealth Financial Group in 2011.

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