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

Ed Pontarelli

CRPC, APMA

Financial Advisor

Managing Director
Learn more about Ed Pontarelli Visit Ed Pontarelli's website

Carrie McPherson

CRPS, CDFA®, ChSNC®

Financial Advisor

Associate Vice President
Learn more about Carrie McPherson Visit Carrie McPherson's website

E Justin Simone

CFP®, CRPS, APMA, CMFA®, CIMA®

Financial Advisor

Associate Vice President
Learn more about E Justin Simone Visit E Justin Simone's website

Eugene George Simone

CRPC, CMFA®

Financial Advisor

Learn more about Eugene George Simone Visit Eugene George Simone's website

John Ginsbury

APMA

Financial Advisor

Learn more about John Ginsbury Visit John Ginsbury's website


Our team

Marie Davidson

Marie Davidson

Lead Client Service Associate,

Practice Manager
Marilyn Carroll

Marilyn Carroll

Client Service Associate