With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo
Team photo

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Advisors

Anthony J Bruno

ChFC®, CLU®, CASL®, RICP®

Private Wealth Advisor

Chartered Financial Consultant®
Visit Anthony J Bruno's website


Team

Kimberly Apice

Kimberly Apice

Paraplanner

Qualifications

  • FINRA Series 6 and 63 security licenses
  • Life, Health, Variable Insurance licenses
  • 18 years of experience in the financial services industry

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