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.



Advisors

Leo Esses

CFP®, APMA

Private Wealth Advisor

Managing Director
Visit Leo Esses's website


Team

Catina Platel

Catina Platel

Client Service Associate,

Operations Specialist
Dean Koutris

Dean Koutris

Client Service Associate,

Financial Planning Specialist