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Meet Our Team
We have you covered.
Find peace of mind working alongside our team which includes:
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Certified Portfolio Manager
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Certified College Funding Specialist
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Qualified Professionals Financial Paraplanner
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Chartered Retirement Planning Counselor
A Team With the Experience to Support Your Financial Goals
Kate Caswell
FPQP® , CRPC®
Client Service Manager
About Kate
Colleen Farley
CPM®
Managing Principal & Portfolio Manager
About Colleen
Patrick Grasso
Portfolio Manager
About Patrick
David Lanzillo
CCFS®
Vice President & Wealth Manager
About David
Bob Robbins
CFP®, CLU®, CPM®, ChFC®
Co-Founder
About Bob
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