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Team

Nicole Tartagni

Client Service Associate

Nicole’s passion for helping others goes hand in hand with...

John Tarson

Financial Analyst

Ethan Kaufman

Financial Analyst

Ethan is a recent graduate from the Carroll School at...

Alfred Norton

Associate

“I’m deeply committed to helping you achieve financial success because...

Alexandra Scanlan

Client service associate

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

Andrew Koris

Partner

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