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
Karissa Barbier

Karissa Barbier

Financial Planning Assistant,

Financial Paraplanner Qualified Professional™

Qualifications

  • FPQP

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Robin Halstead

Client Relationship Manager