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

Denise Allen

CRPC™

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Denise Allen Visit Denise Allen's website

Geoff Galster

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Geoff Galster Visit Geoff Galster's website

Lyzzy Cruz

BFA™

Financial Advisor

Learn more about Lyzzy Cruz Visit Lyzzy Cruz's website

Sean Duffy

Financial Advisor

Learn more about Sean Duffy Visit Sean Duffy's website


Our team

Andres Goodall

Andres Goodall

Paraplanner,

Personal Financial Specialist



Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.