Our advisors

Advisor photo for Peter Ashley Ramsay

Peter Ashley Ramsay

MBA, CFP®, ChFC®, CDFA®, CLU®, APMA

Private Wealth Advisor

Chief Executive Officer of PAR Wealth Advisory Group
Learn more about Peter Ashley Ramsay Visit Peter Ashley Ramsay's website
Advisor photo for Marty Ghiringhelli

Marty Ghiringhelli

MBA, CFP®, CLTC®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Marty Ghiringhelli Visit Marty Ghiringhelli's website
Advisor photo for John Lobue

John Lobue

APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about John Lobue Visit John Lobue's website
Advisor photo for Ned Ramsay

Ned Ramsay

APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Ned Ramsay Visit Ned Ramsay's website
Advisor photo for Bill Cratty

Bill Cratty

MSF, CFP®, LUTCF®, ChFC®, CLU®, CPA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bill Cratty Visit Bill Cratty's website
Advisor photo for David N Ames

David N Ames

MBA, CFP®, CPA, ChFC®, CLU®

Private Wealth Advisor

Learn more about David N Ames Visit David N Ames's website
Advisor photo for Thomas Joseph Mc Keever

Thomas Joseph Mc Keever

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Thomas Joseph Mc Keever Visit Thomas Joseph Mc Keever's website


Our team

Lianne Cataldo

Lianne Cataldo

Administrative Assistant

Michael McKeever

Michael McKeever

Paraplanner

Stephanie Marshall

Stephanie Marshall

Client Concierge

Mary Ellen Wilson

Mary Ellen Wilson

Administrative Assistant

Auston Ramsay

Auston Ramsay

Paraplanner

Personal Intro

CIMA®, APMA®

Qualifications

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