Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for William A Rasmussen

William A Rasmussen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about William A Rasmussen Visit William A Rasmussen's website
Advisor photo for Glenn Ufland

Glenn Ufland

CRPC

Financial Advisor

Franchise Owner
Learn more about Glenn Ufland Visit Glenn Ufland's website
Advisor photo for John Dezzutti

John Dezzutti

CLU®, ChFC®

Financial Advisor

Learn more about John Dezzutti Visit John Dezzutti's website
Advisor photo for Deborah Tata

Deborah Tata

CFP®, MBA, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Deborah Tata Visit Deborah Tata's website
Advisor photo for William Prather

William Prather

Associate Financial Advisor

Learn more about William Prather Visit William Prather's website


Our team

Maryann Smith

Maryann Smith

Client Service Manager

Danielle Cote

Client Service Coordinator