Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for PROCARIAN WEALTH ADVISORS
Team photo for PROCARIAN WEALTH ADVISORS

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Our advisors

Advisor photo for Sean Carroll

Sean Carroll

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Sean Carroll Visit Sean Carroll's website
Advisor photo for Evelyn Dinkins

Evelyn Dinkins

MSFS, CFP®, CFS®, CRPC

Private Wealth Advisor

Business Financial Advisor
Learn more about Evelyn Dinkins Visit Evelyn Dinkins's website
Advisor photo for Angela M De Lion

Angela M De Lion

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Angela M De Lion Visit Angela M De Lion's website
Advisor photo for Patti Puckett

Patti Puckett

CFP®, CRPC

Financial Advisor

Franchise Owner
Learn more about Patti Puckett Visit Patti Puckett's website
Advisor photo for Guy Moore

Guy Moore

CRPC, AAMS®, CKA®

Financial Advisor

Learn more about Guy Moore Visit Guy Moore's website
Advisor photo for Christopher Rowe

Christopher Rowe

APMA®

Financial Advisor

Learn more about Christopher Rowe Visit Christopher Rowe's website
Advisor photo for Barry Kaufman

Barry Kaufman

CIMA®, AAMS®

Financial Advisor

Certified Investment Management Analyst®
Learn more about Barry Kaufman Visit Barry Kaufman's website


Our team

Benjamin Drennan

Benjamin Drennan

Operations Director

Donna Feraco

Donna Feraco

Client Service Coordinator

Roles & Responsibilities

  • Directs Calls and Email Correspondence
  • Client Meeting Preparation
  • Maintains Confidential Client Data
  • Relationship Management
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Gabrielle LaManna

Gabrielle LaManna

Operations Specialist

Roles & Responsibilities

  • Manages Advisors Schedule
  • Assists with System Processes and Oversight
  • Directing, Planning, and Coordinating Marketing Efforts
  • Handling Social Media, Public Relation Efforts, and Content Marketing
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Jensen Baca

Jensen Baca

Financial Planning Assistant

Melanie Leonard

Melanie Leonard

Client Service Specialist

Roles & Responsibilities

  • Assist Financial Advisors with a high-level of client service
  • Manages and organizes office work flow at an expert level
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Malina Patel

Malina Patel

Client Service Specialist