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

Jennifer Terrano

Associate Financial Advisor

Learn more about Jennifer Terrano Visit Jennifer Terrano's website


Our team

Angela Ianni

Angela Ianni

Client Service Specialist,

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Valerie Mcleod-Tyler

Valerie Mcleod-Tyler

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