Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Troy G Macaluso

CFP®, Ph.D.

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Troy G Macaluso's website
Charla M Bouchie

Charla M Bouchie

CFP®

Financial Advisor

Franchise Owner
Visit Charla M Bouchie's website
Marc Miranne

Marc Miranne

RICP®, CPA

Financial Advisor

Visit Marc Miranne's website

Team

Lisa Duncan

Office Manager