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.


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Advisors

John Vidal

Financial Advisor

Visit John Vidal's website

Dan Milev

Financial Advisor

Visit Dan Milev's website


Team

Alicia Higgins

Alicia Higgins

Administrative Assistant

Qualifications

  • Series 7
  • Series 66
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Denise Stemmons

Client Service Coordinator

Olivia Green

Administrative Assistant

Daniel Diasio

Administrative Assistant

Luke Pysh

Administrative Assistant