The Team

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Jeffrey Deprisco

Jeffrey Deprisco

Financial Advisor

More about me...

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies


Bachelor's of Arts, English Literature University of Delaware


Our Staff

Maria Zweifel

Maria Zweifel

Client Service Manager

More about me...


  • Graduated in 2019 with a Bachelors of Public Management Degree from Florida Atlantic University

Roles & Responsibilities

  • Greets clients, answers telephones, and schedules client appointments
  • Prepares client meeting materials for Client Service Meetings
  • Works with clients on daily transactions on an as needed basis
  • Organizes Client Appreciation Events and Advisor Seminars
  • Manages Social Media Exposure and Accounts for Danielle and Jeff