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.

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Our advisors

Frank Faverzani

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Frank Faverzani Visit Frank Faverzani's website

Tim Davis

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Tim Davis Visit Tim Davis's website

Allyson Procaccini

Associate Financial Advisor

Learn more about Allyson Procaccini Visit Allyson Procaccini's website


Our team

Krista Muller

Krista Muller

Paraplanner

Katelyn Strassner

Katelyn Strassner

Administrative Assistant