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Team photo

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Our advisors

TJ Spizzo

CFP®

Private Wealth Advisor

Managing Director
Learn more about TJ Spizzo Visit TJ Spizzo's website

Dan Kane

CFP®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Dan Kane Visit Dan Kane's website

Edmund Iannelli

Financial Advisor

Managing Director
Learn more about Edmund Iannelli Visit Edmund Iannelli's website


Our team

Kathy Danielson

Registered Client Service Associate

Francesca Milde

Francesca Milde

Registered Client Service Associate