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.

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Our advisors

Keith Paglierani

CFP®

Private Wealth Advisor

Learn more about Keith Paglierani Visit Keith Paglierani's website

Michael Ramirez

Associate Financial Advisor

Learn more about Michael Ramirez Visit Michael Ramirez's website


Our team

Lisa Clanor

Lisa Clanor

Practice Manager

Alana Harris

Alana Harris

Client Concierge

Keri Kirchner

Keri Kirchner

Office Manager

Joseph Rosenberry

Joseph Rosenberry

Practice Manager

Susan Ford

Susan Ford

Client Service Coordinator