How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Michele Colarusso

Michele Colarusso

CLTC®, APMA®

Financial Advisor

Learn more about Michele Colarusso Visit Michele Colarusso's website

Cathy Mariani

Associate Financial Advisor

Learn more about Cathy Mariani Visit Cathy Mariani's website
Connell McNamara

Connell McNamara

Financial Advisor

Client Relationship Manager
Learn more about Connell McNamara Visit Connell McNamara's website
Dawn E Smith

Dawn E Smith

CFP®, ChFC®, CLTC®, APMA®, CRPC®

Private Wealth Advisor

Chief Executive Officer of Oasis Wealth Advisors
Learn more about Dawn E Smith Visit Dawn E Smith's website
Eva Valentine

Eva Valentine

Financial Advisor

Learn more about Eva Valentine Visit Eva Valentine's website
Lars Lambrecht

Lars Lambrecht

CFP®, CLU®, CLTC®, APMA®, CDFA®

Private Wealth Advisor

Certified Divorce Financial Analyst®
Learn more about Lars Lambrecht Visit Lars Lambrecht's website

Our team

Lars Lambrecht

Lars Lambrecht

Practice Manager

Qualifications

  • CFP®
  • CLU®
  • AMPA®
  • CLTC
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Anita Greska

Anita Greska

Client Relationship Manager

Cindy R. Libbey

Cindy R. Libbey

Business Development Manager

Paige Horn

Paige Horn

Client Concierge