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 Edward Wacks

Edward Wacks

CFP®, CPA

Private Wealth Advisor

Business Financial Advisor
Learn more about Edward Wacks Visit Edward Wacks's website
Advisor photo for Regina Collaro

Regina Collaro

CFP®, BFA, CRPC

Financial Advisor

Business Financial Advisor
Learn more about Regina Collaro Visit Regina Collaro's website


Our team

Christene Strudwick-Smith

Christene Strudwick-Smith

Client Service Manager

Qualifications

  • MBA
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Rachel L. Wacks

Rachel L. Wacks

Marketing Specialist