Our Team

Frank has over 18 years of experience assisting individuals with planning for their financial futures. Recognizing the uniqueness of each person, Frank employs a variety of strategies in helping his clients select the appropriate...

BA. Economics; MPA . Economics and Public PolicyDon has been in the money management business for over 20 years. He began his career working for educational institutions securing major gifts using advantageous financial strategies. He...

Pete Cowen has over 15 years of experience providing financial solutions to individuals, businesses and organizations. Petes integrity and experience enable him to provide personalized financial planning that reflect the values,...

Dave Ross has over 15 years in the financial services business. For many years Dave worked for The Hartford Insurance Group in the Estate Planning division where he helped Financial Advisors and their clients. Now as a financial...

As a basketball player and enthusiast, Cameron Rice recognizes the importance of strategy and teamwork. In working together with his clients toward their goals, Cameron coaches his clients and prepares a customized "game plan":...

For over a decade, Bernadette has been instrumental as Client Services Director, assisting clients with myriad operational and administrative needs, planning top-notch events, and fulfilling requests to keep clients up to date and...