Our Team
Founding Partners
Investment Strategists
Investment Advisor Representatives
Support Team
-
Mary Beth Villiano
Dedicated Assistant to Joe Parsons
Office Manager
Financial Paraplanner Qualified Professional™ -
Liz Hanni
Dedicated Assistant to Ryan Conlin
Operation Team Member -
Cristie Caldwell
Dedicated Assistant to Stephen Gooditis
Operation Team Member
Advisor Services -
Rosina Pignotti
Dedicated Assistant to Jim Bartolacci
