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.

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Our advisors

Joseph DeMarco

Financial Advisor

Managing Director
Learn more about Joseph DeMarco Visit Joseph DeMarco's website

Michael Quinn

Financial Advisor

Associate Vice President
Learn more about Michael Quinn Visit Michael Quinn's website

Mark Andrews

CMFA®

Financial Advisor

Managing Director
Learn more about Mark Andrews Visit Mark Andrews's website

Kenneth Katcher

CFP®

Financial Advisor

Managing Director
Learn more about Kenneth Katcher Visit Kenneth Katcher's website


Our team

Ulyana Leskiv

Registered Client Service Associate

Franny LaRosa

Registered Client Service Associate

Tami Simonetti

Client Service Associate