With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Scott Cirelli

Financial Advisor

Managing Director
Learn more about Scott Cirelli Visit Scott Cirelli's website

Christal Generoso

APMA

Registered Practice Associate

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Christal Generoso Visit Christal Generoso's website

Seymour Loving

MBA, CFP®, APMA

Financial Advisor

Associate Vice President
Learn more about Seymour Loving Visit Seymour Loving's website


Our team

Manvi Gulati

Manvi Gulati

Client Service Associate