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Alexandra Scanlan

Client service associate

Alexandra Scanlan is a seasoned Registered Client Service Associate with...

Andrew Koris


Andrew Koris’ journey in the world of finance was shaped...

Mathew Rough


Mat has spent his career helping individuals and families navigate...

Daniel Riso, CFP®

Founding Partner

Daniel has taken his education in the arena of finance...

Joe DiMauro

Founding Partner

Joe has dedicated the past 15 years working closely with clients...