Our advisors

Don Delmonte

CFP®, ChFC®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Don Delmonte

Christopher Zardus

Financial Advisor

Learn more about Christopher Zardus

Dave Robert Zimmerman

Associate Financial Advisor

Learn more about Dave Robert Zimmerman

Don Del Monte II

Associate Financial Advisor

Learn more about Don Del Monte II

Jimmy Belz

Financial Advisor

Learn more about Jimmy Belz


Our team

Denise Cherry

Denise Cherry

Practice Manager

Kelsey Lee

Kelsey Lee

Client Service Specialist

Ejona Tahiri

Client Service Specialist

Jackie Haas-Summers

Office Manager,

Operations Manager