Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for David Newman

David Newman

CFP®, APMA®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit David Newman's website
Advisor photo for Xavier Allen

Xavier Allen

CFP®

Associate Financial Advisor

Visit Xavier Allen's website
Advisor photo for Michael DeSalvo

Michael DeSalvo

CRPC

Financial Advisor

Visit Michael DeSalvo's website


Team

Stacy Saccone

Stacy Saccone

Client Service Coordinator,

Operations Director

Qualifications

  • More than 29 years experience with Ameriprise Financial

  • Notary Public
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