Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

James Bizzack

CFP®, CRPC

Private Wealth Advisor

Registered Principal
Learn more about James Bizzack Visit James Bizzack's website

Jennifer Loyer

CRPC

Financial Advisor

Learn more about Jennifer Loyer Visit Jennifer Loyer's website

Lisa Rosenau

Associate Financial Advisor

Learn more about Lisa Rosenau Visit Lisa Rosenau's website

Karen J Goodwin

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Karen J Goodwin Visit Karen J Goodwin's website

Miguel Angel Soriano

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Miguel Angel Soriano Visit Miguel Angel Soriano's website


Our team

Maria Bizzack

Maria Bizzack

Client Service Manager

Perla Granados

Perla Granados

Administrative Assistant

Anna Spinale

Anna Spinale

Office Manager

Casey Kehr

Casey Kehr

Assistant