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 Karen Aroety

Karen Aroety

CDFA®

Financial Advisor

Managing Director
Learn more about Karen Aroety Visit Karen Aroety's website


Our team

John Kelly

Registered Practice Associate

David Stanisch

Client Service Associate

Roles & Responsibilities

  • Assisting Customers with emergency problems or unexpected situations. Back up and maintain customer relationships.
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Dean M. Aroety

Dean M. Aroety

Registered Client Service Associate

Personal Intro

Born & raised in Manhattan, Dean has a BBA in Finance from UMASS Amherst. As a second-generation Financial Advisor, he leverages his background in Financial Analytics to deliver smart money management.

Roles & Responsibilities

  • Providing solutions for customer problems. Ensuring customer issues are resolved in a timely manner. Developing and maintaining customer relationships. Source investments and solutions for clients
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