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

Advisor photo for Ed Pontarelli

Ed Pontarelli

CRPC, APMA

Financial Advisor

Managing Director
Learn more about Ed Pontarelli Visit Ed Pontarelli's website
Advisor photo for Carrie McPherson

Carrie McPherson

CRPS, CDFA®, ChSNC®

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Carrie McPherson Visit Carrie McPherson's website
Advisor photo for E Justin Simone

E Justin Simone

CFP®, CRPS, APMA, CMFA®

Financial Advisor

Associate Vice President
Learn more about E Justin Simone Visit E Justin Simone's website
Advisor photo for Eugene George Simone

Eugene George Simone

CRPC, CMFA®

Financial Advisor

Learn more about Eugene George Simone Visit Eugene George Simone's website

John Ginsbury

APMA

Financial Advisor

Learn more about John Ginsbury Visit John Ginsbury's website


Our team

Marie Davidson

Marie Davidson

Client Service Associate,

Practice Manager
Marilyn Carroll

Marilyn Carroll

Client Service Associate