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

Michael J Ciccarelli

CFP®

Financial Advisor

Vice President
Learn more about Michael J Ciccarelli Visit Michael J Ciccarelli's website


Our team

Kathleen DiMeo

Kathleen DiMeo

Registered Operations Leader

Lisa Hoffmann

Lisa Hoffmann

Registered Client Service Associate