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

Tiffany Dicerbo

Client Services Associate