Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Bizzack Wealth Advisory Group
Team photo for Bizzack Wealth Advisory Group

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Our advisors

Advisor photo for James Bizzack

James Bizzack

CFP®, CRPC

Private Wealth Advisor

Registered Principal
Learn more about James Bizzack Visit James Bizzack's website
Advisor photo for Karen J Goodwin

Karen J Goodwin

CFP®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Karen J Goodwin Visit Karen J Goodwin's website
Advisor photo for Jennifer Loyer

Jennifer Loyer

CRPC

Financial Advisor

Learn more about Jennifer Loyer Visit Jennifer Loyer's website
Advisor photo for Miguel Angel Soriano

Miguel Angel Soriano

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Miguel Angel Soriano Visit Miguel Angel Soriano's website


Our team

Anna Spinale

Anna Spinale

Office Manager

Amy Williams

Client Service Coordinator