Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Joseph E Troy

MBA, CFP®, APMA, CRPC

Financial Advisor

Associate Vice President
Visit Joseph E Troy's website


Team

Robin K. Catanio

Robin K. Catanio

Registered Operations Leader

Qualifications

  • 25+ years experience in the Financial Services industry
  • Licenses Held: 7, 66, 9, 10 , Life, Health & Accident

Roles & Responsibilities

  • Registered Operations Leader
View more