Our advisors

Advisor photo for Joseph Amodei

Joseph Amodei

CFP®, CRPC, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joseph Amodei Visit Joseph Amodei's website
Advisor photo for Mark Slapcinsky

Mark Slapcinsky

CFP®, MSFS

Associate Financial Advisor

Learn more about Mark Slapcinsky Visit Mark Slapcinsky's website
Advisor photo for Mary A McLaughlin-Craskey

Mary A McLaughlin-Craskey

CFP®

Associate Financial Advisor

Learn more about Mary A McLaughlin-Craskey Visit Mary A McLaughlin-Craskey's website


Our team

Stephanie Bischof

Financial Planning Assistant

Alice Bussiere

Client Service Coordinator