Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Photo of Vito Casola, Wealth Advisor, PFP, member of the team of experts.

Wealth Advisor, PFP

Photo of Louise Briganti, Wealth Associate, member of the team of experts.

Louise Briganti

Wealth Associate

Contact us

Get contact information for our team members and find out where our offices are.

 

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