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.

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Team photo

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Our advisors

Daniel D'Agata

CFP®

Private Wealth Advisor

Managing Director
Learn more about Daniel D'Agata Visit Daniel D'Agata's website

Daniel Hall

APMA®, CRPC

Financial Advisor

Managing Director
Learn more about Daniel Hall Visit Daniel Hall's website


Our team

Michael Mulrooney

Michael Mulrooney

Registered Client Service Associate

Teresa Brisson

Teresa Brisson

Registered Operations Leader