About Us

Also speaks: Hungarian

Timea Sarkozi

Financial Planner

Timea has been helping individuals and families make confident financial decisions for more than 30 years. She believes financial planning should feel personal, practical, and empowering, and she takes pride in building comprehensive strategies that reflect each client’s goals, values, and stage of life.

Her approach is all about connecting, and strengthening relationships. She helps clients build and maintain a road map that considers their entire financial life—not just investments, but retirement, tax planning and estate planning. She is especially passionate about supporting women through important financial decisions and life transitions.

She is committed to continuing education, and giving back to her community — she has been a member of the Rotary Burlington Lakeshore chapter since 2009. Outside of work, she enjoys travelling, cooking, reading, and spending time with her family and their dachshund, Macy.

Also speaks: Hindi

Nandini Pal Kapoor

Financial Advisor

Nandini’s career has been shaped by her ability to understand both numbers and people. Over time, she found that the human side of planning—helping individuals make thoughtful decisions that shape their future—was where her interests were leading her.

As an advisor, she believes financial advice should feel practical, personal, and aligned with each client’s unique goals, values, and stage of life.

Through one-on-one conversations and a relationship-focused approach, Nandini helps clients protect what they’ve built while planning for what comes next. She is committed to creating strategies that are not only financially sound but also easy to understand and implement, so clients feel informed and in control of their financial future.

Outside of her work, Nandini enjoys a full and active home life as a wife and mom of two, and likes to stay meaningfully involved in her community.

Also speaks: Italian

Frank Trolio

Financial Advisor

Frank Trolio is a dedicated Financial Advisor bringing more than 30 years of comprehensive experience in the financial services industry. Throughout his distinguished career, Frank has cultivated a profound understanding of the financial landscape, developing specialized expertise in both investment planning and strategic investment tax planning.

He believes that true financial security requires a holistic approach, seamlessly integrating tax-efficient strategies with robust investment plans to help clients protect and grow their wealth.

At the core of Frank’s practice is a deeply held commitment to building lasting client relationships. He earns his clients’ trust through thoughtful, personalized advice and a hands-on approach to service. Frank takes immense pride in the fact that the vast majority of his practice has grown organically through client referrals.

Outside the office, Frank leads an active, vibrant life. He enjoys walking, brings rhythm to the floor through salsa dancing, and loves spending time with his beloved cat, Fred Astaire (Freddie).

Also speaks: Italian

Roy Maiero

Financial Advisor

Roy is an accomplished financial services professional with more than 30 years of industry experience. Throughout his career, he has remained deeply committed to understanding his clients’ goals and providing independent, client-focused wealth management solutions designed to support their unique financial needs and aspirations.

Drawing on decades of real-world experience, Roy brings a thoughtful and practical perspective to his work. His guidance is rooted in helping clients make informed, strategic decisions around financial planning, wealth accumulation, and their long-term life goals. He takes great pride in ensuring that every recommendation reflects each client’s individual circumstances, priorities, and evolving stage of life.

Roy has also been a passionate and steadfast advocate for the role of independent advice within the financial services industry. He believes strongly in the value of personalized guidance and a tailored approach to wealth management—one that places the client’s interests, objectives, and vision for the future at the centre of every strategy.

Beyond his professional commitments, Roy embraces life to the fullest. He enjoys travelling and exploring diverse cultures, with a particular appreciation for remarkable architecture, the beauty of the natural world, and memorable culinary experiences. These passions continue to broaden his perspective and enrich the life experiences he brings to his work and relationships with clients.

Also speaks: Italian

Paolo Maiellaro

Financial Advisor

Paolo Maiellaro is an experienced Financial Advisor who brings a deeply ingrained client-first approach to comprehensive financial solutions. He is passionate about helping both individuals and families feel significantly more confident and secure about their financial future. Widely known for his exceptional patience, meticulous attention to detail, and steady, reliable guidance,

Paolo consistently takes the necessary time to truly understand each client’s unique life goals. He uses this deep understanding to meticulously build personalized wealth strategies that are firmly rooted in mutual trust, integrity, and complete transparency.

In a constantly shifting economic environment, Paolo offers thoughtful, down-to-earth advice that proactively evolves alongside today’s rapidly changing financial landscape. He ensures his clients are always prepared for what lies ahead. Outside of his professional responsibilities at the office, Paolo enjoys a well-rounded life. He is an avid reader, prioritizes staying physically active, and deeply cherishes spending quality time with his family.

Shari Cerenzia

Licensed Assistant, Office Administration

Shari Cerenzia has been an integral part of the team at ExcelPlan Financial since 2008. Known for her kind and cheerful personality, she consistently brightens the day for clients and colleagues alike. As a dedicated Licensed Assistant,

Shari adeptly handles a wide variety of client issues, ensuring seamless operations whether Timea is in or out of the office. She considers helping individuals stay firmly on track to reach their long-term financial goals to be the most rewarding element of her dynamic role.

Shari is our trusted go-to person for all your administrative questions and concerns. Furthermore, she is always exceptionally happy to lend her extensive knowledge and experience to support her coworkers.

In her off hours, Shari is absolutely obsessed with the fascinating world of Tiny Houses. She also loves to relax and read a great book in the cozy company of her two beloved cats, Jax and Hal.

Leah Grady

Assistant

Leah Grady is a dedicated Assistant who brings a decade of valuable experience in the financial industry to our successful team. Throughout her career, Leah has built a strong reputation centered around her passion for helping clients, comprehensively supporting teams, and proactively creating innovative solutions that make daily operations run smoother for everyone involved.

She is highly regarded for her exceptional focus on clear communication and her natural aptitude for problem-solving. Furthermore, Leah is widely known for her amazing event planning skills, effortlessly coordinating gatherings that leave a lasting positive impression.

Outside of her professional life in the office, Leah enjoys a wonderfully active personal routine. She is kept joyfully busy raising her two young boys, a lively seven-year-old and an energetic three-year-old son. Leah brings the same level of care, organization, and enthusiasm to her family life as she does to her daily work.

Also speaks: Serbian

Natasa Jelicic

Licensed Assistant, Office Administration

Natasa Jelicic is a Licensed Assistant for ExcelPlan Financial. One of her absolute favorite guiding quotes is: “Someone is sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffett. This timeless wisdom perfectly reflects the way she approaches her professional work every single day: with immense patience, steady consistency, and a deep, genuine care for the financial team and clients she supports.

As an invaluable part of the team, Natasa expertly keeps things moving smoothly behind the scenes. She is highly proactive, consistently solving complex problems long before they ever become headaches for the office. Furthermore, she consistently brings a wonderfully calm, dependable presence to every single interpersonal interaction.

Clients know unequivocally that they can always rely on Natasa for exceptional, personalized service, thoughtful daily support, and an unwavering commitment to making every administrative experience as seamless and positive as possible.