Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Advisors

Advisor photo for Scott Miranto

Scott Miranto

CFP®, ChFC®, APMA®

Private Wealth Advisor

Visit Scott Miranto's website
Advisor photo for Denise Pacer

Denise Pacer

CFP®, ChFC®, APMA®, MBA

Financial Advisor

Visit Denise Pacer's website
Advisor photo for Joseph L Ferri

Joseph L Ferri

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Joseph L Ferri's website


Team

Rick Tomm

Rick Tomm

Financial Planning Assistant

Jamie Reece

Jamie Reece

Paraplanner

Sharon Ferri

Operations Manager,

Operations Specialist