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

Steven Haas

CFP®, MBA

Private Wealth Advisor

Managing Partner of Resolute Point Private Wealth
Learn more about Steven Haas Visit Steven Haas's website

Nicholas Guiditta

CRPC

Private Wealth Advisor

Managing Partner of Resolute Point Private Wealth
Learn more about Nicholas Guiditta Visit Nicholas Guiditta's website

Derek Packett

CRPS, AIF®

Financial Advisor

Learn more about Derek Packett Visit Derek Packett's website


Our team

Nancy A. Dobrzanski

Paraplanner

Nancy A. Dobrzanski

Paraplanner

Jennifer Wilber

Client Concierge

Jennifer Wilber

Client Concierge