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

Taylor Flotre

Financial Advisor

Learn more about Taylor Flotre Visit Taylor Flotre's website

Our team

Terry D. Novella

Terry D. Novella

Office Manager

Maryann Smith

Maryann Smith

Administrative Assistant