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 David Boccignone

David Boccignone

CFP®, MBA, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Boccignone Visit David Boccignone's website
Advisor photo for Michael Hibbard

Michael Hibbard

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Hibbard Visit Michael Hibbard's website


Our team

Tamie LaTorre

Tamie LaTorre

Paraplanner,

Client Service Manager
Erin Shott

Erin Shott

Client Service Specialist

Melissa Bainter

Melissa Bainter

Client Service Specialist,

Marketing Specialist
Noah Hibbard

Noah Hibbard

Client Service Specialist

Samantha Panek

Samantha Panek

Client Service Specialist