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

Peter Palazzo

MS, CFP®, CRPC, AWMA℠, APMA

Financial Advisor

Learn more about Peter Palazzo Visit Peter Palazzo's website

Nick Fish

CFP®, MSFP

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nick Fish Visit Nick Fish's website

Spencer Markoe

CFP®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Spencer Markoe Visit Spencer Markoe's website


Our team

Michael Bookman

Michael Bookman

Operations Manager

Joanna Nixon

Joanna Nixon

Executive Assistant

Kristi Panaro

Kristi Panaro

Administrative Assistant

Ronald S. Fish

Operations Specialist