Our advisors

Our team

Andy Smith

Andy Smith

Financial Planning Analyst,

Client Service Manager
Alison Perrin

Alison Perrin

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional
Cynthia Baldwin

Cynthia Baldwin

Paraplanner,

Client Service Specialist
Haritsa Halepas

Haritsa Halepas

Client Relationship Manager,

Financial Planning Assistant
Anastasia Esposito

Anastasia Esposito

Client Service Manager,

Marketing Specialist