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

Alex Bishop

MS, CRPC, MPAS

Private Wealth Advisor

Franchise Owner
Learn more about Alex Bishop Visit Alex Bishop's website


Our team

Kim Benz

Kim Benz

Office Manager

Jeannie Cassarino

Jeannie Cassarino

Client Concierge