Our advisors

Stephen Coffey

CFP®, CRPC, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Stephen Coffey Visit Stephen Coffey's website

Melissa Indelicato

CFP®, CMFC, ChFC®, CLTC®, CDFA®

Private Wealth Advisor

Learn more about Melissa Indelicato Visit Melissa Indelicato's website

Ashley Elizabeth Peters

CFP®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Ashley Elizabeth Peters Visit Ashley Elizabeth Peters's website


Our team

Vera-Lucia Rampartap

Operations Manager

John Coffey

Business Development Manager

Julie Amato

Operations Director

Pragya Yadav

Pragya Yadav

Client Service Specialist

Camille Ion

Client Service Coordinator