Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Thomas P Collins Jr

Thomas P Collins Jr

Financial Advisor

Managing Director
Visit Thomas P Collins Jr's website
Advisor photo for Peter Velcofsky

Peter Velcofsky

CFP®

Branch Manager

Managing Director
Visit Peter Velcofsky's website


Team

Virginia Damio

Virginia Damio

Registered Client Service Associate,

Paraplanner