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

Alexandria Paige Halstead

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Alexandria Paige Halstead

Michael Joseph Alvini

CFP®, CPA

Financial Advisor

President of Alvini & Associates
Learn more about Michael Joseph Alvini


Our team

Amanda Wilhelm

Amanda Wilhelm

Senior Practice Manager,

Certified Public Accountant

Robin Halstead

Client Relationship Manager

Karissa Barbier

Financial Planning Assistant,

Financial Paraplanner Qualified Professional™