Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Valerie McLeod-Tyler

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Valerie McLeod-Tyler Visit Valerie McLeod-Tyler's website

Heidi Bashara Raine

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Heidi Bashara Raine Visit Heidi Bashara Raine's website

Jen Bessen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jen Bessen Visit Jen Bessen's website

Jennifer Terrano

Associate Financial Advisor

Learn more about Jennifer Terrano Visit Jennifer Terrano's website


Our team

Angela Ianni

Angela Ianni

Client Service Specialist,

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