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Team

Jacen Marzocco

Wealth Management Associate

Inspired by the investing and planning lessons he learned from...

Marlo Swain

Client service associate

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...