Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Joel E Blum

CFP®, APMA, CRPC

Private Wealth Advisor

President of North Cove Capital
Learn more about Joel E Blum Visit Joel E Blum's website

Sherrie L Deveau

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Sherrie L Deveau Visit Sherrie L Deveau's website

Donald Ratte

CFP®, MS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Donald Ratte Visit Donald Ratte's website

Michael Tangney

MBA, CFP®, CRPC, APMA

Financial Advisor

Vice President of North Cove Capital
Learn more about Michael Tangney Visit Michael Tangney's website

Gabriel Flugrad

CFP®, APMA

Financial Advisor

Associate Vice President of North Cove Capital
Learn more about Gabriel Flugrad Visit Gabriel Flugrad's website


Our team

Lisa Mangiafico

Lisa Mangiafico

Practice Manager,

Operations Manager
Elizabeth Ellinas

Elizabeth Ellinas

Office Manager,

Event Planner
Alyssa Smith

Alyssa Smith

Operations Specialist

Sydney Ratte

Sydney Ratte

Client Service Manager

Mason Smith

Mason Smith

Intern