How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Carey Somerville

Carey Somerville

CRPC®

Private Wealth Advisor

Learn more about Carey Somerville Visit Carey Somerville's website
Danielle M Czarapata

Danielle M Czarapata

Associate Financial Advisor

Learn more about Danielle M Czarapata Visit Danielle M Czarapata's website
Justin Matthew Rebman

Justin Matthew Rebman

CLU®, ChFC®, CASL®, CAP®

Financial Advisor

Learn more about Justin Matthew Rebman Visit Justin Matthew Rebman's website

Our team

Ann Kapinos

Ann Kapinos

Financial Planning Specialist

Tina Glaser

Tina Glaser

Client Relationship Manager

Natalie Rebman

Natalie Rebman

Operations Director

Taylor Kaczrowski

Taylor Kaczrowski

Client Service Coordinator

Nicole Somerville

Nicole Somerville

Administrative Assistant

Lisa Oysti

Administrative Assistant