Our advisors

William A Rasmussen

William A Rasmussen

CFP®

Private Wealth Advisor

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

Alexander Fredericks

Financial Advisor

Learn more about Alexander Fredericks Visit Alexander Fredericks's website
John Dezzutti

John Dezzutti

CLU®, ChFC®

Financial Advisor

Learn more about John Dezzutti Visit John Dezzutti's website
Donald Ratte

Donald Ratte

CFP®, MS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Donald Ratte Visit Donald Ratte's website
Deborah Tata

Deborah Tata

CFP®, MBA, ChFC®

Financial Advisor

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

Our team

Terry D. Novella

Terry D. Novella

Office Manager

Maryann Smith

Maryann Smith

Administrative Assistant