Our advisors

Paul D Santucci

Paul D Santucci

CFP®

Private Wealth Advisor

President
Learn more about Paul D Santucci Visit Paul D Santucci's website
Christina Tikkanen

Christina Tikkanen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christina Tikkanen Visit Christina Tikkanen's website
Douglas Mark

Douglas Mark

CFP®, MBA

Financial Advisor

Learn more about Douglas Mark Visit Douglas Mark's website

Our team

Galen A. Miller

Galen A. Miller

Financial Planning Specialist,

Investment Specialist
Connie J. Tsamparlis

Connie J. Tsamparlis

Client Service Specialist

Carole Annunziata

Carole Annunziata

Office Manager

Ruki Pitawala

Ruki Pitawala

Marketing Specialist,

Business Development Manager