Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Roger J Solis

Roger J Solis

CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Learn more about Roger J Solis Visit Roger J Solis's website


Our team

Leanor Sciullo MBA

Leanor Sciullo MBA

Client Relationship Manager

Qualifications

  • MBA

Roles & Responsibilities

  • Client Relationship Manager
View more