With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Robert Somma

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert Somma Visit Robert Somma's website

Matthew Kennelly

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew Kennelly Visit Matthew Kennelly's website

Colin Wilhelmy

CFP®, APMA

Financial Advisor

Learn more about Colin Wilhelmy Visit Colin Wilhelmy's website


Our team

Ruth Ann Cieciuch

Ruth Ann Cieciuch

Office Manager

Nancy Pulito

Nancy Pulito

Client Service Coordinator

Lee F Dimon

Lee F Dimon

Operations Specialist