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 Mark Grossmann

Mark Grossmann

CFP®, APMA, ChFC®, CRPC, CMFC

Private Wealth Advisor

Managing Partner of Flagship Wealth Planning
Learn more about Mark Grossmann Visit Mark Grossmann's website
Advisor photo for Quin Ciuffetelli

Quin Ciuffetelli

CRPC

Private Wealth Advisor

Managing Partner of Flagship Wealth Planning
Learn more about Quin Ciuffetelli Visit Quin Ciuffetelli's website
Advisor photo for Gerard Simonelli

Gerard Simonelli

CFP®, CDFA®, CKA®, ChFC®, APMA, CLU®

Financial Advisor

Managing Partner of Flagship Wealth Planning
Learn more about Gerard Simonelli Visit Gerard Simonelli's website
Advisor photo for Christopher Skutnik

Christopher Skutnik

CFP®, APMA

Financial Advisor

Vice President of Flagship Wealth Planning
Learn more about Christopher Skutnik Visit Christopher Skutnik's website


Our team

Robin Geltman

Robin Geltman

Client Service Specialist

Joe Sabia

Joe Sabia

Client Relationship Manager




Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.