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.



Advisors

Advisor photo for Allyson Procaccini

Allyson Procaccini

Associate Financial Advisor

Visit Allyson Procaccini's website
Advisor photo for Tim Davis

Tim Davis

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Tim Davis's website


Team

Krista Muller

Paraplanner

Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • NJ Life Accident Health
  • BS- Rowan University
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Katelyn Strassner

Administrative Assistant