Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Peter Velcofsky

CFP®, RICP®

Branch Manager

Managing Director
Visit Peter Velcofsky's website


Team

Christie Daniels

Christie Daniels

Operations Leader

Virginia Damio

Virginia Damio

Registered Client Service Associate,

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