With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Joseph Soranno

Joseph Soranno

CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Joseph Soranno Visit Joseph Soranno's website
Advisor photo for Marcy Rose

Marcy Rose

CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Marcy Rose Visit Marcy Rose's website


Our team

Caryn N. Chan

Caryn N. Chan

Registered Client Service Associate,

Practice Manager

Qualifications

  • University of Michigan, Bachelor of Arts, 2003
  • Previous Firm Experience includes Morgan Stanley, Citi Smith Barney & Ladenburg Thalmann & Co. Inc
  • Series 7, 66 Licensed
  • Health & Life Insurance Licensed
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