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Our advisors

Ron Caruso

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Ron Caruso Visit Ron Caruso's website

Joe Kurelic

BFA

Private Wealth Advisor

Business Financial Advisor
Learn more about Joe Kurelic Visit Joe Kurelic's website

Richard MacKelfresh

CFP®

Private Wealth Advisor

Business Financial Advisor
Learn more about Richard MacKelfresh Visit Richard MacKelfresh's website

Allison Israel

CFP®

Financial Advisor

Learn more about Allison Israel Visit Allison Israel's website

Kirsten Gruber

Financial Advisor

Financial Planning Specialist
Learn more about Kirsten Gruber Visit Kirsten Gruber's website

Ronald Jones

CKA®, CEPA®

Financial Advisor

Certified Exit Planning Advisor®
Learn more about Ronald Jones Visit Ronald Jones's website

Sophia Bellofatto

CFP®, CEPA®

Financial Advisor

Learn more about Sophia Bellofatto Visit Sophia Bellofatto's website

Zack Napier

MBA

Financial Advisor

Learn more about Zack Napier Visit Zack Napier's website


Our team

Kaycee Caruso

Kaycee Caruso

Financial Planning Assistant

Brooke Colvin

Brooke Colvin

Administrative Assistant

Deanna Metcalfe

Deanna Metcalfe

Office Manager