With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Chris Suraci

CFP®

Private Wealth Advisor

Learn more about Chris Suraci Visit Chris Suraci's website

Norman L Hill

CRC®

Financial Advisor

Learn more about Norman L Hill Visit Norman L Hill's website


Our team

Amber Wingert

Amber Wingert

Office Manager

Patrycja Cotter

Patrycja Cotter

Client Relationship Manager

Diana Taksir

Diana Taksir

Client Relationship Manager