Broker Check

Applied Financial Group - Woodbury, NY

The Living Balance Sheet


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



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



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



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

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