Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Anthony Leopizzi

CFP®, CLU®, ChFC®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Anthony Leopizzi Visit Anthony Leopizzi's website

Austin R Hicks

MBA, CFP®

Associate Financial Advisor

Learn more about Austin R Hicks Visit Austin R Hicks's website

Jeremy L Darstek

CFP®

Financial Advisor

Senior Vice President of VERITA WEALTH ADVISORY GROUP
Learn more about Jeremy L Darstek Visit Jeremy L Darstek's website


Our team

Fran Devito

Fran Devito

Operations Manager

Qualifications

  • Studied Accounting at Baruch College
  • Life & Health Licensed

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Armand Likrama

Armand Likrama

Client Service Manager

Charles Sauer, CFP® CFA®

Charles Sauer, CFP® CFA®

Investment Specialist