With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

James Frash

MSFS, ChFC®, CLU®, APMA

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about James Frash Visit James Frash's website

Marc Franco

CRPC, CLTC®, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Marc Franco Visit Marc Franco's website

Steven Patton

CIMA®

Financial Advisor

Investment Specialist
Learn more about Steven Patton Visit Steven Patton's website

Michael Fitzgerald

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Fitzgerald Visit Michael Fitzgerald's website

Lauren L Kenny

Financial Advisor

Operations Director
Learn more about Lauren L Kenny Visit Lauren L Kenny's website

Daniel Figueiredo

Associate Financial Advisor

Learn more about Daniel Figueiredo Visit Daniel Figueiredo's website

Justin Myers

AAMS, APMA

Financial Advisor

Learn more about Justin Myers Visit Justin Myers's website

Paul Coir

CRPC, APMA

Financial Advisor

Learn more about Paul Coir Visit Paul Coir's website


Our team

Lea House

Lea House

Client Service Specialist

Tess Andrews

Tess Andrews

Financial Planning Assistant,

Client Service Specialist
John Naprawa

John Naprawa

Paraplanner