Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Michael Pascarella

Michael Pascarella

CFP®

Private Wealth Advisor

Managing Director
Learn more about Michael Pascarella Visit Michael Pascarella's website


Our team

Claudia Cardona

Claudia Cardona

Registered Operations Leader

Carlie Clayton

Carlie Clayton

Client Service Associate

Shalini Joshi

Shalini Joshi

Client Service Associate