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

Mary Ann Giaimo

CFP®, APMA

Financial Advisor

Vice President
Learn more about Mary Ann Giaimo Visit Mary Ann Giaimo's website

Richard Weiner

CFP®

Private Wealth Advisor

Learn more about Richard Weiner Visit Richard Weiner's website

Ross Weiner

APMA, CFP®

Financial Advisor

Associate Vice President
Learn more about Ross Weiner Visit Ross Weiner's website


Our team

Monica Perez

Monica Perez

Client Service Associate