Special Needs Financial Planning

Meet the Team

Pat Rinaudo

Pat first developed the idea for the Special Needs & Beyond team. His focus is getting out into the community to help educate families on special needs strategies.

More details...


John Surguy

John holds Life & Health Licenses, as well as Series 7 and Series 66 FINRA Registrations. His goal at MARG is to help people avoid costly planning mistakes and to become a top advocate for improving emotional, physical, and financial wellness within his communities.

More details...


Larry Buccheri

Larry started with the firm in 1980 and is currently the Chief Executive Officer of Mid Atlantic Resource Group, LLC and is responsible for the long term strategic vision of the firm.

More details...