loader image

Team

Marlo Swain

Client service associate

Nicole Tartagni

Client Service Associate

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

John Tarson

Financial Analyst

John’s diverse career background brings a unique perspective to the...

Alfred Norton

Associate

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

Alexandra Scanlan

Head of client Service

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

Andrew Koris

Partner

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