About
We bring more than 50 years of advisory and customer care experience to our clients, working closely with your existing professional advisors to create a seamless approach to building, protecting, and preserving your wealth.
Timothy O’Connell, CFP®, CFBS
Financial Planner
Peter Hall, MBA
Financial Planner
Zachary Czaplicki, Investment Adviser Representative
Benjamin Dubinski
Registered Director of Team Operations
