Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Advisors

Advisor photo for Giuseppe Mancini

Giuseppe Mancini

MBA

Financial Advisor

Visit Giuseppe Mancini's website
Advisor photo for Marc Dynder

Marc Dynder

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Marc Dynder's website
Advisor photo for Michael Przygocki

Michael Przygocki

CFP®

Financial Advisor

Visit Michael Przygocki's website


Team

Christelle Charles

Christelle Charles

Administrative Assistant

Qualifications

  • Bachelor of Science in Applied & Resource Economics Concentration in Business Management & Marketing, University of CT

Roles & Responsibilities

  • Assist with forms & paperwork
  • Request money movement/unsolicited trades
  • Beneficiary changes
  • Assist with website support
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Derrien Aust

Derrien Aust

Administrative Assistant

Qualifications

  • 11years of management experience

Roles & Responsibilities

  • Answers phone & manages front desk
  • Maintain documents for advisors & clients
  • Facilitate client needs are met before & after meetings
  • Assist with scheduling
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Caroline Stanners

Caroline Stanners

Administrative Assistant

Qualifications

  • Bachelor of Arts from the College of the Holy Cross

  • 8 years in project management

Roles & Responsibilities

  • Communicates with clients & confirms appointments
  • Maintains documents & scheduling for advisors
  • Assists with documentation for advisors & clients
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