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Team photo

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Our advisors

Stephen Coffey

CFP®, CRPC, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Stephen Coffey Visit Stephen Coffey's website

Melissa Indelicato

CFP®, CMFC, ChFC®, CLTC®, CDFA®

Private Wealth Advisor

Learn more about Melissa Indelicato Visit Melissa Indelicato's website

Ashley Elizabeth Peters

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Ashley Elizabeth Peters Visit Ashley Elizabeth Peters's website


Our team

Marcella Santos

Client Relationship Specialist

John Coffey

Business Development Manager

Julie Amato

Operations Senior Director

Pragya Yadav

Pragya Yadav

Client Service Specialist

Camille Ion

Client Service Coordinator