Educate. Enlighten. Empower.
Pat Ginefra began his career in the financial services industry in 1977, working alongside his father and learning firsthand the importance of trust, personal relationships, and always putting clients first. For more than 25 years, Pat has led his own family financial practice, helping individuals and families navigate some of life’s most important financial decisions. In 2013, his son joined the practice, continuing a family tradition built on service, integrity, and a commitment to helping clients achieve greater financial confidence. As a Certified Financial Fiduciary (CF2®), Pat believes that education is the foundation of sound financial decision-making. He believes clients should understand not only what they are doing with their money, but why. His approach is centered on putting each client’s best interests first, with a focus on retirement income planning, wealth preservation, legacy planning, and estate planning. Throughout his career, Pat has helped hundreds of individuals and families prepare for and navigate retirement. His philosophy emphasizes protecting what clients have worked a lifetime to build, creating thoughtful strategies for the future, and helping them preserve their wealth for the people and causes that matter most to them. A longtime resident of Wilmington, Delaware, Pat lives with his wife, Beth. They have been married for 43 years.
Helping Individuals and Families Build, Protect, and Preserve Their Financial Legacy.
Marco was born and raised in Wilmington, Delaware, and graduated from the University of Delaware in 2010. He joined MyLifeBroker as a licensed advisor in 2013 and, in 2015, assumed the role of Vice President of the firm’s securities division. As a fiduciary and Investment Advisor Representative, Marco brings institutional-quality money management and innovative investment strategies to individuals and families. He understands that successfully navigating today’s financial markets requires aligning investment strategies with each client’s individual risk tolerance, financial goals, and long-term objectives. Marco works closely with clients as they prepare for retirement and plan for the years beyond. His approach begins with understanding each client’s goals, concerns, and priorities, then developing thoughtful strategies designed to provide greater financial confidence and clarity. With a focus on retirement planning, wealth preservation, legacy planning, and estate planning, Marco believes successful financial planning is about more than simply accumulating assets. It’s about helping clients protect what they’ve built, create dependable strategies for the future, and ultimately pass their legacy on to the people and causes that matter most to them. Marco and his wife, Taylor, have two daughters, Isla and Nora. In his free time, he enjoys golfing, cycling throughout the Brandywine Valley, spending time at the Delaware beaches, and traveling with his family.
Helping Individuals and Families Navigate Legacy Planning with Confidence.
Jenn Bufford brings six years of experience in the insurance industry and more than 10 years of customer service experience to her role at MyLifeBroker. Throughout her career, she has developed a genuine passion for helping others, building meaningful relationships, and ensuring that everyone she works with feels valued, heard, and supported. Jenn believes exceptional service begins with putting people first. She takes pride in listening to each individual’s needs, providing thoughtful guidance, and helping clients feel comfortable and confident when making important decisions. Her approach is grounded in honesty, compassion, and a genuine commitment to keeping her clients’ best interests at heart. At MyLifeBroker, Jenn focuses on helping individuals and families navigate the legacy planning process. She provides non-legal educational and administrative assistance to help clients understand how to prepare Wills, Trusts, and other important planning documents designed to protect their loved ones and prepare for the future. She is passionate about making the process easier to understand, answering questions, and helping clients feel informed and supported as they explore their planning options. As a proud mother of three, Jenn understands firsthand the importance of family, security, and peace of mind. This personal perspective reinforces her belief that planning ahead is about much more than paperwork. It’s about protecting the people we love, preparing for life’s uncertainties, and creating greater confidence for the future.
For Jenn, the most rewarding part of her work is knowing she has made a meaningful difference by helping someone feel more confident, supported, and prepared for whatever lies ahead.
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
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