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Our advisors

Peter Dold

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Peter Dold Visit Peter Dold's website

Cheryl Lopez

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Cheryl Lopez Visit Cheryl Lopez's website

Keith Paglierani

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Keith Paglierani Visit Keith Paglierani's website

Max Zimet

CFP®

Financial Advisor

Learn more about Max Zimet Visit Max Zimet's website

Sean Donnelly

APMA®

Financial Advisor

Learn more about Sean Donnelly Visit Sean Donnelly's website


Our team

Kristen Wilcox

Kristen Wilcox

Client Relationship Specialist

Keri Kirchner

Keri Kirchner

Paraplanner

Maya Galvan

Intern