With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Peter J Cocolaras

Financial Advisor

Managing Director
Learn more about Peter J Cocolaras Visit Peter J Cocolaras's website

Peter Sanoulis

CRPC

Financial Advisor

Managing Director
Learn more about Peter Sanoulis Visit Peter Sanoulis's website


Our team

Katie Kelly

Program Manager,

Operations Manager