Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for George Mastrogiorgos

George Mastrogiorgos

CFP®, CRPC, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about George Mastrogiorgos Visit George Mastrogiorgos's website
Advisor photo for Brad Krajsa

Brad Krajsa

CFP®, ChFC®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Brad Krajsa Visit Brad Krajsa's website
Advisor photo for Alejandro Butters

Alejandro Butters

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Alejandro Butters Visit Alejandro Butters's website
Advisor photo for Sydney Ronzano

Sydney Ronzano

Financial Advisor

Marketing Specialist
Learn more about Sydney Ronzano Visit Sydney Ronzano's website
Advisor photo for Rory Ronzano

Rory Ronzano

Financial Advisor

Marketing Specialist
Learn more about Rory Ronzano Visit Rory Ronzano's website


Our team

Kelly Gibson

Kelly Gibson

Practice Manager,

Executive Assistant
Laurie Schneider

Laurie Schneider

Financial Planning Assistant

Christine Burns

Christine Burns

Client Service Specialist

Nicholas Forbes

Nicholas Forbes

Client Service Specialist

Bernadette Callaghan

Bernadette Callaghan

Client Concierge