Our professionals and staff bring a collective 125 years of financial planning and customer care experience to our clients. Each of our professional strengths contributes to our shared vision of exceptional service.

Together with the expertise of our more seasoned advisors and the fresh perspectives of our newer talent, we’re uniquely positioned to help you grow your wealth efficiently, expertly, and with the knowledge that the team helping you today will be here for you for generations to come.

Paul J. Mariano

Financial Planner

Jason Castaldi

Financial Planner

Mack Cianciolo

Financial Advisor

Max Trama

Client Relationship Manager

John Centopani

Client Relationship Executive

Elizabeth Harrigan

Client Experience Coordinator

Lou Giangrande

Financial Advisor

Dan Zuccarini

Financial Professional

Evan Centopani

Financial Professional