loader image

Team

Kenneth Schaefer

Financial professional

Kenneth Schaefer began his career as a financial consultant in...

Alexandra Scanlan

Client Service Associate

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

Mathew Rough

Financial Professional

Mathew Rough began his career as a financial consultant in...

Daniel Riso, CFP®

Co-Founder

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

Joseph DiMauro

Co-Founder

Joseph has dedicated his time to working closely with clients...