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

Chet Makuch

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Chet Makuch Visit Chet Makuch's website

Richard Avdoyan

CRPC, APMA

Associate Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Richard Avdoyan Visit Richard Avdoyan's website

Andrew Joseph Manganiello

CFP®

Financial Advisor

Associate Vice President
Learn more about Andrew Joseph Manganiello Visit Andrew Joseph Manganiello's website

Anthony Marino

CFP®, AAMS, APMA

Financial Advisor

Associate Vice President
Learn more about Anthony Marino Visit Anthony Marino's website


Our team

Swati Sharma

Swati Sharma

Client Service Associate

Qualifications

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