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 Jeffrey Jacoby

Jeffrey Jacoby

CRPC, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Jeffrey Jacoby
Advisor photo for Brian Jamison

Brian Jamison

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian Jamison


Our team

Donna Scarpiello

Donna Scarpiello

Client Service Coordinator

Ari D. Spectorman, CFP, CIMA

Ari D. Spectorman, CFP, CIMA

Business Development Specialist

Personal Intro

Founder of our firm, Ari is now semi-retired and acts as a consultant and strategist for the team.

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