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.



Our advisors

Advisor photo for Scott Sosna

Scott Sosna

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott Sosna Visit Scott Sosna's website
Advisor photo for Rebecca Golembiski

Rebecca Golembiski

CLTC®, CRPC

Financial Advisor

Learn more about Rebecca Golembiski Visit Rebecca Golembiski's website


Our team

Melissa Farrand

Operations Director

Celeste Vorvolakos

Client Service Manager