Don’t just dream about it, plan for it!


Our advisors

Advisor photo for Edward Gaskey

Edward Gaskey

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Edward Gaskey Visit Edward Gaskey's website
Advisor photo for Douglas Walter Comin

Douglas Walter Comin

CKA®, APMA

Financial Advisor

Certified Kingdom Advisor
Learn more about Douglas Walter Comin Visit Douglas Walter Comin's website
Advisor photo for Mauricio Sanchez Rodriguez

Mauricio Sanchez Rodriguez

APMA

Associate Financial Advisor

Learn more about Mauricio Sanchez Rodriguez Visit Mauricio Sanchez Rodriguez's website
Advisor photo for Robert Rodino Jr

Robert Rodino Jr

APMA

Associate Financial Advisor

Learn more about Robert Rodino Jr Visit Robert Rodino Jr's website


Our team

Chad Zucco

Chad Zucco

Operations Director

Sarah Nestor

Sarah Nestor

Client Service Specialist

Christine Gaskey

Christine Gaskey

Client Relationship Manager

Kami Bell

Kami Bell

Receptionist,

Administrative Assistant