Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Gregory Patrick Barbaro

Financial Advisor

Vice President
Learn more about Gregory Patrick Barbaro Visit Gregory Patrick Barbaro's website

Lou DeMartino

Financial Advisor

Vice President
Learn more about Lou DeMartino Visit Lou DeMartino's website

James Tucker

CFP®

Financial Advisor

Associate Vice President
Learn more about James Tucker Visit James Tucker's website


Our team

Janet Iglesias

Janet Iglesias

Client Service Associate