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

Marc Infante

RICP®, CAP®

Financial Advisor

Vice President
Learn more about Marc Infante Visit Marc Infante's website

Thomas J. Darden Jr

Financial Advisor

Vice President
Learn more about Thomas J. Darden Jr Visit Thomas J. Darden Jr's website


Our team

Michelle Giovanelli

Michelle Giovanelli

Registered Client Service Associate