Our Team

Your success is our success.

Our team of eight experienced professionals is dedicated to providing personalized, hands-on service to every client.

Leadership

Partners

RD

Richard DiTaranto

LPL Registered Principal / Partner

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BD

Brian DiBrino

Investment Consultant / Partner

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JM

Jeff Miller

Investment Consultant / Partner

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Team Members

Advisors & Consultants

AF

Anthony Fresella

Investment Consultant

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DG

Daniel Greenwood

Financial Advisor

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GD

Griffin Durand

Financial Advisor

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RK

Robert Kelley

Financial Advisor

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SN

Seamus Nelson

Financial Consultant

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Ready to meet your advisor?

Reach out to schedule a complimentary consultation with one of our experienced professionals.

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