At Primoris Wealth Advisors, we provide financial planning and personalized investment management. With extensive knowledge and a shared dedication to your success, we hope to be your trusted partner, always maintaining your best interests as our top priority. 


 

John A. Catalfamo

Managing Partner, Chief Investment Officer, Investment Advisor Representative

John Catalfamo is the co-founder and Chief Investment Officer of Primoris Wealth Advisors. John has over 20 years of experience as a licensed investment professional.  

John began his career as a registered representative earning his Series 7 and Series 63 securities licenses. Within a few years, he created an independent OSJ (Office of Supervisory Jurisdiction) with a national brokerage firm where he added the Series 24 (General Securities Principal) license. 

With his focus on his clients’ best interests, John added the Series 65 (Uniform Investment Advisor Law) license in order to act as a true fiduciary.  In the Spring of 2000, PRIMORIS was formed enabling him to fulfill his goal of being a true independent fee-only advisor, free from the potential conflicts of interest of a commissioned-broker.  

In 2005, he created CED Tax & Accounting Services, a full service tax and accounting firm. Ever since, CED has given many PRIMORIS clients better insights into their overall finances by pairing the natural marriage of wealth management and taxes.  

John is a highly respected and sought after investment advisor. His insights and thoughts have been shared in such notable publications as The Wall Street Journal, Forbes, Investor Advisor Magazine, On Wall Street, Money Management Executive and many others. 

Raymond L. Eaton

Managing Partner, Chief Compliance Officer, Investment Advisor Representative

Raymond Eaton is the co-founder and Chief Compliance Officer of Primoris Wealth Advisors, LLC. 

With more than 25 years of experience as a successful tax accountant and licensed financial professional, Raymond provides professional wealth management through sound advice; helping create value, focus, and understanding. He takes an active role in educating clients about matters concerning wealth and retirement planning; tax-advantaged investing; and corporate and small business finances.

Raymond received his Bachelor of Science degree in Accounting from Franklin Pierce University in 1990 and currently holds an Investment Advisory Series 65 license. He also maintains his Real Estate Brokers license in New York State.

Raymond prides himself on providing his clients exceptional financial advice with integrity, objectivity and superior ethics.

Gavin A. McNally, CFP®

Senior Investment Advisor Representative

Gavin is a Senior Investment Advisor Representative with Primoris Wealth Advisors where he holds Series 63 and 65 investment licenses.  Prior to joining the firm in 2016, he was a Vice President with JP Morgan Private Bank in Palm Beach, Florida, providing financial advice and managing assets for high net worth clients.  He received his degree from the Warrington School of Business at the University of Florida in 1997.

Gavin leverages his eighteen years of extensive investment and financial planning experience bringing customized solutions to his clients that are tailored to fit their family’s specific needs. He is passionate about providing first-class service to his clients and works diligently to assist them in meeting their financial goals and aspirations.

Gavin and his wife Amanda reside in North Palm Beach along with their two daughters and two dogs, Milo and Brew.  In his free time, Gavin enjoys golf, working on classic automobiles, and being the DJ for his daughter's softball team.

Michael R. Roscoe

Senior Investment Advisor Representative

Michael Roscoe is a Senior Investment Advisor with Primoris Wealth Advisors. He has over 18 years of investment experience and holds the Series 65 securities license. Prior to joining Primoris, he was the Chief Investment Officer of a boutique family office in North Palm Beach, where he oversaw all aspects of the investment platform.

Mike earned a Bachelor of Business Administration in Finance degree from St. Thomas University in 2003 and a MBA, specializing in finance, from the University of Miami in 2005. He is active in several community organizations, including PGA Hope and Habitat for Humanity of Palm Beach County, where he served on the board of directors from 2008 to 2016.

Mike resides in Palm Beach Gardens with his two boys and their dog, named Riley. In his free time, he enjoys golf, travel, and rough-housing with the kids.

Gregory M. Cecchini CRC®

Senior Investment Advisor Representative

Gregory Cecchini is a Senior Investment Advisor with Primoris Wealth Advisors. He has over 23 years of professional experience as a financial professional holding the Series 63 and Series 66 licenses.

Mr. Cecchini began his career at Merrill Lynch in the tax-exempt services department, followed by a career as an independent, where he developed a broad knowledge in the retirement plan space.

Greg and his wife Maggie reside in Jupiter with their five children. In his free time, he enjoys boating, playing golf, and coaching youth soccer and football.

Richard Hoffman

Senior Investment Advisor Representative
808-874-0674

Richard Hoffman is an Investment Advisor Representative with Primoris Wealth Advisors in our Kihei, Hawaii office. Richard has over 15 years of professional experience as a financial professional, holding a Series 65 license as well as being an Enrolled Agent .

Mr. Hoffman formed Maui Tax LLC, a licensed CPA firm, specializing in tax preparation, planning and corporate accounting in 2012. Maui Tax LLC has given many clients a better awareness into their overall tax and related financial picture. The synergy of tax planning and wealth management has been a valuable resource to our island friends.

Richard and his wife Linda are fortunate to reside on the beautiful island of Maui with their two chocolate Labs, Pinky and Bobo. In his free time, he enjoys golf, scuba diving, as well as race car driving.

Justin Goodhue

Senior Investment Advisor Representative
561-254-3162

Justin Goodhue is a Senior Investment Advisor with Primoris Wealth Advisors. He has over 12 years of experience as a licensed investment professional, formerly working as a financial advisor with Raymond James Financial.

Justin provides custom investment management by helping his clients form a sound financial plan and managing their portfolios to keep them in-line with their objectives and goals. He is committed to providing a personalized and excellent experience for his clients, guiding them with honesty, confidence, and clarity. 

Born in Connecticut, he later attended the University of Virginia earning a B.A. in sociology. He was a four-year member of the Men’s Golf Team, where he served as a team captain.

Justin lives in Palm Beach Gardens with his wife, Rachael, and their two daughters. He enjoys spending time with his family and friends, traveling, cooking, and serves on the board of directors of the Palm Beach County Golf Association.

Stacy Silver

Client Services Manager

Stacy Silver serves as the Client Services Manager at Primoris Wealth Advisors. She handles the logistical aspects of the business, client relations, and ensures that everything runs smoothly around the office. When she's not working, she enjoys spending time with her family and friends, skydiving, and other outdoor adventures.