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

Heidi B Raine

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Heidi B Raine Visit Heidi B Raine's website

Jen Bessen

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jen Bessen Visit Jen Bessen's website


Our team

Angela Ianni

Angela Ianni

Client Service Specialist,

Paraplanner
Jennifer Terrano

Jennifer Terrano

Paraplanner,

Client Service Specialist
Rebecca Olah

Rebecca Olah

Administrative Assistant