Our advisors

Lucas Giordano

Lucas Giordano

APMA®

Financial Advisor

Managing Partner
Learn more about Lucas Giordano Visit Lucas Giordano's website
Diova Gray

Diova Gray

Financial Advisor

Learn more about Diova Gray Visit Diova Gray's website
David Pinto

David Pinto

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about David Pinto Visit David Pinto's website

Katharine Wilmot

Associate Financial Advisor

Learn more about Katharine Wilmot Visit Katharine Wilmot's website

Our team

Katie Wilmot

Katie Wilmot

Client Service Manager

Ashlee Kendrick

Ashlee Kendrick

Client Service Manager