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

Ed Pontarelli

CRPC, APMA®

Financial Advisor

Managing Director
Learn more about Ed Pontarelli Visit Ed Pontarelli's website

Carrie McPherson

CFP®, CRPS, ChSNC®, CDFA®

Financial Advisor

Vice President
Learn more about Carrie McPherson Visit Carrie McPherson's website

Eugene George Simone

CRPC

Financial Advisor

Learn more about Eugene George Simone Visit Eugene George Simone's website

E Justin Simone

CFP®, ChFC®, CRPS, APMA®, CIMA®, CEPA®

Financial Advisor

Associate Vice President
Learn more about E Justin Simone Visit E Justin Simone's website

John Ginsbury

APMA®

Financial Advisor

Learn more about John Ginsbury Visit John Ginsbury's website


Our team

Marie Davidson

Marie Davidson

Lead Client Service Associate,

Practice Manager
Alexia Moronta

Alexia Moronta

Client Service Associate,

Marketing Specialist