Our advisors

Our team

James A. Giunchi

James A. Giunchi

Investment Manager,

Chief Operating Officer
Neda Pirnia

Neda Pirnia

Financial Planning Assistant

John Miller, CFP

John Miller, CFP

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional
Aashka Desai, CFP

Aashka Desai, CFP

Paraplanner

Libby Crangle

Libby Crangle

Client Service Coordinator,

Office Manager