Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Thomas J Manzardo

Thomas J Manzardo

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Thomas J Manzardo Visit Thomas J Manzardo's website
Advisor photo for Ryan Andrews

Ryan Andrews

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Ryan Andrews Visit Ryan Andrews's website
Advisor photo for William Hoffman

William Hoffman

CIMA®, APMA

Financial Advisor

Certified Investment Management Analyst®
Learn more about William Hoffman Visit William Hoffman's website


Our team

Kate Iverson

Kate Iverson

Paraplanner

Carrie Carey

Carrie Carey

Client Service Manager

Andrew Sessa, Jr

Andrew Sessa, Jr

Client Service Specialist

Lisa Manzardo

Lisa Manzardo

Office Manager