Our advisors

Julia Ortenzio

APMA

Financial Advisor

Managing Director
Learn more about Julia Ortenzio Visit Julia Ortenzio's website

Susan Emerson

ChFC®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Susan Emerson Visit Susan Emerson's website


Our team

Heather Floridia

Heather Floridia

Client Service Coordinator,

Client Service Specialist

Roles & Responsibilities

  • Client Scheduling & Service
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Brian Noyes

Brian Noyes

Registered Client Service Associate

Roles & Responsibilities

  • Business Processing & Client Service
View more