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Team photo
Team photo

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Our advisors

Zachary Burd

CFP®, CRPC, CLTC®

Private Wealth Advisor

Business Financial Advisor
Learn more about Zachary Burd Visit Zachary Burd's website

Jason Dalessandro

CRPC, APMA®

Private Wealth Advisor

Learn more about Jason Dalessandro Visit Jason Dalessandro's website

Taylor Markee

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Taylor Markee Visit Taylor Markee's website


Our team

Heidi Jones

Heidi Jones

Registered Client Service Associate

Carla Tyce

Carla Tyce

Registered Client Service Associate