Our Associates
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Barbara Hawkesworth
Chief Legal Officer
Brandon Smith
Director of Integrated Planning Group
Anthony McElynn
Chief Compliance Officer
David Porro, CLU, ChFC®
Director of Insurance
James Rabasca
Senior Tax Specialist
Keith Soltis
Risk Management
Noreen Brown, MBA, CFA®
Chief Wealth Strategist
Sarah Rich
Chief Administrative Officer
Steve Melnick
Associate Director of Investment Management
Steve Pfundstein
Chief Technology Officer
Tara Pizzutillo
Director of Investment Operations
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.