Our advisors

Advisor photo for Robert Ceccarelli

Robert Ceccarelli

JD, CRPC, APMA

Financial Advisor

Managing Director
Learn more about Robert Ceccarelli Visit Robert Ceccarelli's website
Advisor photo for John Hursh

John Hursh

Financial Advisor

Managing Director
Learn more about John Hursh Visit John Hursh's website


Our team

Kimberly Slatky

Kimberly Slatky

Client Service Associate,

Practice Manager

Qualifications

  • University of Connecticut, Storrs CT Bachelor of Arts in Communication Sciences 2000
  • Series 7
  • Series 63
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Sandra J Cassidy

Sandra J Cassidy

Operations Leader

Qualifications

  • With the company since 1997
  • BS - Organizational Leadership-Quinnipiac University
  • Corporate Executive Assistant Certification - Katharine Gibbs College
  • MS Excel Certified

Roles & Responsibilities

  • Office Manager
  • Partner with Branch Manager
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