Our Team

Sean Tucker FSCP®

Private Wealth Advisor

Rico Piatelli CFP®, AIF®, CPFA™, WMCP®

Private Wealth Advisor - NAPA's 2024 Top Retirement Plan Advisors Under 40

Sydney Cresta

Practice Manager

Ren O’Connor

Private Wealth Advisor

Andrew Piatelli CFP®

Private Wealth Advisor

Taylor Kenrich

Financial Planner

Liza Kelley

Director of Operations & Relationship Management

Abigail Shields

Director of Financial Planning

Bob Piatelli

Senior Life Insurance Specialist

Jason Bourdeau CLU, ChFC

Advanced Markets Director

Alan Roycroft

Senior Vice President, Investments

Mark McManus

Retirement Income Specialist