Dario Pompeo is a partner in the Lotus Advisory Group. Dario graduated from the Wharton School of Business in 1995 and began his career as a securities trader on Wall Street. During his time as a trader, Dario’s entrepreneurial fervor led him to finance several businesses in various industries, ranging from digital video production to the food and beverage industry. After years of trading, Dario partnered with Walter Daszkowski in the insurance agency Daszkowski & Sisti, Inc to expand its services and form the Lotus Advisory group, a full service insurance company. In addition to his professional accomplishments, Dario is involved in his community, devoting time and energy to numerous charitable organization and as a member of the Staten Island Economic Development Corporation.
CPA, PFS, Partner
Walter received his Bachelor of Science degree in Accounting from St. John’s University. His years of service in public accounting include diversified experience with large and mid-size CPA firms, where he worked with Fortune 500, mid and small size clientele. He currently serves as a Board Member of both Empire State Bank and the Staten Island Economic Development Corporation. He is a former Executive Board Member and the former President of the Staten Island / Brooklyn Chapter of the New York State Society of Certified Public Accountants. He frequently speaks at tax seminars in the tri-state area and is an online educator who offers continuing education to tax practitioners through WorkshopsExpress.com.
CPA, PFS, Partner
Mark received his MBA in Accounting and Bachelors of Science degree in Finance from St. John’s University. His years in the accounting profession include a diverse background in public and private sector accounting as well as both large corporations and start-up organizations. He is a member of The Rotary Club of Staten Island and is currently on the state board and is a former President of the Staten Island Chapter of the New York State Society of Certified Public Accountants.
Michele received both her Masters of Science degree and Bachelor of Science degree in Accounting from St. John’s University. She has a broad range of public accounting experience which includes audit, review and compilation engagements as well as tax, and advisory services for both corporate and individual clients. In her 15+ years with the firm, one of her greatest professional achievements is the relationship she has established and maintained with her business clients. Michele has also worked extensively with small to large sized businesses with income tax planning, tax preparation and business consulting. She was the former Young CPA Chairperson for the Staten Island Chapter of the New York State Society of Certified Public Accountants and a current member of the New York State Society of Certified Public Accountants.
Joseph has been a Financial Adviser since 1995 specializing in pre-retirees and retirees 50 years of age and over with approximately 500k plus in investable assets. He helps to grow and protect their wealth using cutting edge, customized and unique strategies. This helps them to achieve and retain the lifestyle they want in retirement. After graduating from St. John’s University in 1995, Joseph began his Financial Adviser career at Merrill Lynch. At Merrill Lynch he graduated from their two year financial adviser training program and went on to attain the position of Vice President. In the year 2002, Joseph brought his practice to Wachovia Securities where he was a Financial Adviser and Vice President until 2009. In June of 2009 Joseph started his own financial services practice called Falbo Wealth Management and later joined National Planning Corporation in 2012.
Michael Gandet is currently the managing principal and co-founder of Lotus Financial Group, an Office of Supervisory Jurisdiction located in Northern New Jersey. With over 20 years experience in the financial services industry, Mike has spent time on both the adviser and corporate side of business, which puts him in the unique position of having a vast breadth of knowledge and inner workings of this business.