Our advisors

Zachary Burd

CFP®, CRPC, CLTC®

Private Wealth Advisor

Business Financial Advisor
Learn more about Zachary Burd Visit Zachary Burd's website

Jason Dalessandro

CRPC, APMA

Private Wealth Advisor

Learn more about Jason Dalessandro Visit Jason Dalessandro's website

Taylor Markee

BFA, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Taylor Markee Visit Taylor Markee's website


Our team

Heidi Baribeau

Heidi Baribeau

Registered Client Service Associate

Carla Tyce

Carla Tyce

Registered Client Service Associate