Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Bekka Benjamin

CMFA®

Financial Advisor

Learn more about Bekka Benjamin Visit Bekka Benjamin's website

Daniel Bonin

CFP®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Daniel Bonin Visit Daniel Bonin's website


Our team

Carol Levitsky

Administrative Assistant

Cynthia Boragine

Administrative Assistant