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

Michael Soto

Financial Advisor

Visit Michael Soto's website

Christopher DiGregorio

Financial Advisor

Chief Executive Officer of The DiGregorio Group
Visit Christopher DiGregorio's website

Maria Patrizio

Financial Advisor

Client Relationship Manager
Visit Maria Patrizio's website

Sergio Modernel

CFP®

Private Wealth Advisor

Franchise Owner
Visit Sergio Modernel's website

Jack Patach

Financial Advisor

Visit Jack Patach's website


Team

Brianna DiGregorio

Brianna DiGregorio

Office Manager