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

Michael Fasano

MBA, CRPC

Financial Advisor

Vice President
Learn more about Michael Fasano Visit Michael Fasano's website

Chris Coppola

APMA

Financial Advisor

Learn more about Chris Coppola Visit Chris Coppola's website


Our team

Kathy Danielson

Registered Client Service Associate

Brandon M. Trefcer

Brandon M. Trefcer

Client Service Associate

Rachel Halpin

Operations Leader