Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Guy M Acerra

CFP®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Guy M Acerra Visit Guy M Acerra's website

Charlie Watts

CFP®, LUTCF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Charlie Watts Visit Charlie Watts's website

Kelly Marie Robbins

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Kelly Marie Robbins Visit Kelly Marie Robbins's website


Our team

Jackie J. Mitchell

Jackie J. Mitchell

Client Service Coordinator