Our advisors

Advisor photo for Don Delmonte

Don Delmonte

CFP®, ChFC®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Don Delmonte
Advisor photo for Christopher Zardus

Christopher Zardus

Financial Advisor

Learn more about Christopher Zardus
Advisor photo for Don Del Monte II

Don Del Monte II

Financial Advisor

Learn more about Don Del Monte II
Advisor photo for Jimmy Belz

Jimmy Belz

Financial Advisor

Learn more about Jimmy Belz


Our team

Denise Cherry

Denise Cherry

Client Relationship Manager

Kelsey Lee

Kelsey Lee

Client Service Specialist

Ejona Tahiri

Ejona Tahiri

Client Service Specialist

Jackie Haas-Summers

Practice Manager