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Team photo
Team photo

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Our advisors

John Cassandra

CRPS, AAMS®, APMA®

Private Wealth Advisor

Learn more about John Cassandra Visit John Cassandra's website

Todd Roberts

APMA®

Financial Advisor

Learn more about Todd Roberts Visit Todd Roberts's website


Our team

Danielle Gandolfo

Danielle Gandolfo

Office Manager

Lauren Curtis

Lauren Curtis

Client Concierge