With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Joseph DeMarco

Financial Advisor

Managing Director
Learn more about Joseph DeMarco Visit Joseph DeMarco's website

Michael Quinn

Financial Advisor

Associate Vice President
Learn more about Michael Quinn Visit Michael Quinn's website

Mark Andrews

CRPC, CMFA®

Financial Advisor

Managing Director
Learn more about Mark Andrews Visit Mark Andrews's website

Kenneth Katcher

CFP®

Financial Advisor

Managing Director
Learn more about Kenneth Katcher Visit Kenneth Katcher's website

Ulyana Leskiv

Registered Practice Associate

Learn more about Ulyana Leskiv Visit Ulyana Leskiv's website


Our team

Franny LaRosa

Registered Client Service Associate

Tami Simonetti

Tami Simonetti

Client Service Associate