Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Curtis Thomasco

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Curtis Thomasco Visit Curtis Thomasco's website

Marc Kapral

CRPC

Associate Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Marc Kapral Visit Marc Kapral's website


Our team

Jeannie Lyman

Jeannie Lyman

Client Concierge,

Executive Assistant