Our advisors

Our team

Alison Perrin

Alison Perrin

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional
Andy Smith

Andy Smith

Financial Planning Analyst,

Client Service Manager
Haritsa Halepas

Haritsa Halepas

Financial Planning Assistant

Anastasia Esposito

Anastasia Esposito

Client Service Manager

Ellen Capone

Ellen Capone

Paraplanner

Kristopher Daoud

Kristopher Daoud

Client Service Specialist

Albertine Gibbs

Albertine Gibbs

Paraplanner