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.

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Our advisors

Joel E Blum

CFP®, APMA, CRPC

Private Wealth Advisor

President of North Cove Capital
Learn more about Joel E Blum Visit Joel E Blum's website

Donald Ratte

CFP®, MS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Donald Ratte Visit Donald Ratte's website

Michael Tangney

MBA, CFP®, CRPC, APMA

Private Wealth Advisor

Vice President of North Cove Capital
Learn more about Michael Tangney Visit Michael Tangney's website


Our team

Sherrie L Deveau

Sherrie L Deveau

Business Development Director,

Chartered Retirement Planning Counselor™
Lisa Mangiafico

Lisa Mangiafico

Practice Manager,

Operations Manager
Elizabeth Ellinas

Elizabeth Ellinas

Office Manager,

Event Planner
Alyssa Smith

Alyssa Smith

Operations Specialist

Sydney Ratte

Sydney Ratte

Client Service Manager

Luke Wilson

Luke Wilson

Operations Specialist

Mason Smith

Mason Smith

Intern

Michael Milazzo

Michael Milazzo

Intern

Jack Insalaco

Jack Insalaco

Intern