Team
At First State Investment Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Chris Petitta
Office Manager
chris@fsinvestmentservices.com
Chris is the Program Relationship Manager and specializes in client relations, seminars and events for First State Investment Services. Chris has extensive experience in helping and encouraging clients, friends and business partners...
Gino Petitta
Managing Director/Financial Consultant
Gino is the Managing Director of First State Investment Services. He has been a Financial Consultant to individuals and small businesses for over 26 years. He has a BBA from Grand Valley State University with a Major in Finance. He...
Jessica Nelson
Administrative Assistant
jessica@fsinvestmentservices.com
Jessica has worked in the financial service industry for many years now. She has extensive knowledge and training in working with advisors to help strengthen their firm with client service and account maintenance. Jessica and her...
Todd Shimshock
Financial Consultant
Todd has been a Financial Consultant to individuals and small businesses for over 12 years and has been in the financial service industry for over 14 years. He has a Bachelor of Science and Business Administration from the University...