With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo

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Advisors

Paul Ippolito

Financial Advisor

Managing Director
Visit Paul Ippolito's website


Team

Cynthia Moll

Cynthia Moll

Registered Client Service Associate,

Client Concierge
Neil Domingo

Neil Domingo

Registered Client Service Associate