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

Advisor photo for Scott Miranto

Scott Miranto

CFP®, ChFC®, APMA

Private Wealth Advisor

Visit Scott Miranto's website
Advisor photo for Paul J Miosi

Paul J Miosi

CFP®, BFA, CRPC, APMA, ChFC®, CPWA®

Financial Advisor

Certified Private Wealth Advisor®
Visit Paul J Miosi's website


Team

Jamie Reece

Client Service Coordinator