Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for James Mc Cabe

James Mc Cabe

CFP®, MBA, APMA

Private Wealth Advisor

Managing Director of Mc Cabe & Associates
Learn more about James Mc Cabe Visit James Mc Cabe's website
Advisor photo for Joseph Kintschi

Joseph Kintschi

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Joseph Kintschi Visit Joseph Kintschi's website
Advisor photo for Wanda Short

Wanda Short

Financial Advisor

Business Development Specialist
Learn more about Wanda Short Visit Wanda Short's website
Advisor photo for Joseph Thornton

Joseph Thornton

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Joseph Thornton Visit Joseph Thornton's website
Advisor photo for Nicholas Jean Louis

Nicholas Jean Louis

Associate Financial Advisor

Learn more about Nicholas Jean Louis Visit Nicholas Jean Louis's website
Advisor photo for Thomas Ranalli

Thomas Ranalli

Financial Advisor

Business Development Director
Learn more about Thomas Ranalli Visit Thomas Ranalli's website
Advisor photo for Paula E Cohen

Paula E Cohen

CFP®, MBA

Financial Advisor

Business Financial Advisor
Learn more about Paula E Cohen Visit Paula E Cohen's website


Our team

Kelly Lech

Kelly Lech

Paraplanner,

Investment Specialist
Billie Gregoire

Billie Gregoire

Executive Assistant

Alissa Brooks

Alissa Brooks

Client Service Specialist

Loribeth Ranalli

Loribeth Ranalli

Client Service Coordinator

Patrick Halferty

Patrick Halferty

Client Service Coordinator

Dashaun James

Dashaun James

Financial Planning Assistant

Melissa Pelcz

Melissa Pelcz

Client Service Coordinator

Terri Fischer

Terri Fischer

Operations Manager,

Chief Operating Officer of Mc Cabe & Associates
Lauren Passarelli

Lauren Passarelli

Receptionist