Our advisors

Our team

James A. Giunchi

James A. Giunchi

Investment Manager,

Chief Operating Officer
Neda Pirnia

Neda Pirnia

Financial Planning Assistant

John Miller

John Miller

Paraplanner

Martine Wortman

Martine Wortman

Client Service Coordinator

Aashka Desai

Aashka Desai

Paraplanner