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

Jak Cukaj

CFP®, ChFC®, APMA

Private Wealth Advisor

Chief Executive Officer of QuantumView Wealth Management
Learn more about Jak Cukaj Visit Jak Cukaj's website

Neal Siena

CIMA®

Financial Advisor

President of QuantumView Wealth Management
Learn more about Neal Siena Visit Neal Siena's website

Adam Sloane

CFA®

Financial Advisor

Learn more about Adam Sloane Visit Adam Sloane's website


Our team

Elissa Levy

Elissa Levy

Client Service Coordinator

Maura Fronio

Maura Fronio

Client Service Coordinator

William Longing

William Longing

Financial Planning Specialist