Our advisors

John Cassandra

CRPS, AAMS, APMA

Private Wealth Advisor

Learn more about John Cassandra Visit John Cassandra's website

Nick Cassandra

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Nick Cassandra Visit Nick Cassandra's website

Todd Roberts

APMA

Financial Advisor

Learn more about Todd Roberts Visit Todd Roberts's website


Our team

Danielle Gandolfo

Danielle Gandolfo

Office Manager

Doris Leon

Doris Leon

Client Concierge

Lauren Curtis

Lauren Curtis

Client Concierge

Blake Cassandra

Blake Cassandra

Client Concierge