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.



Our advisors

William A Rasmussen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about William A Rasmussen Visit William A Rasmussen's website

Glenn Ufland

CRPC

Financial Advisor

Learn more about Glenn Ufland Visit Glenn Ufland's website

John Dezzutti

CLU®, ChFC®

Financial Advisor

Learn more about John Dezzutti Visit John Dezzutti's website

Donald Ratte

CFP®, MS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Donald Ratte Visit Donald Ratte's website

Deborah Tata

CFP®, MBA, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Deborah Tata Visit Deborah Tata's website

William Prather

Associate Financial Advisor

Learn more about William Prather Visit William Prather's website


Our team

Terry D. Novella

Terry D. Novella

Office Manager

Maryann Smith

Maryann Smith

Administrative Assistant