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.



Our advisors

Frank Faverzani

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Frank Faverzani Visit Frank Faverzani's website

Tim Davis

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Tim Davis Visit Tim Davis's website

Allyson Procaccini

Associate Financial Advisor

Learn more about Allyson Procaccini Visit Allyson Procaccini's website


Our team

Krista Muller

Krista Muller

Paraplanner

Katelyn Strassner

Katelyn Strassner

Administrative Assistant