Our advisors

Paul Kalani

Financial Advisor

Managing Director
Learn more about Paul Kalani Visit Paul Kalani's website

Laura Fontana

CFP®, ChFC®

Associate Manager

Vice President
Learn more about Laura Fontana Visit Laura Fontana's website


Our team

Frances V. LaRosa

Frances V. LaRosa

Registered Client Service Associate

Katie Danielov

Katie Danielov

Registered Client Service Associate,

Practice Manager

Qualifications

    • Bachelor of Science, University of Delaware
    • Series 7
    • Series 66
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