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

Theo Pericleous

CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Theo Pericleous Visit Theo Pericleous's website

Neerja J Chaudhry

CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Neerja J Chaudhry Visit Neerja J Chaudhry's website

Nathan R Marchal

CRPC

Financial Advisor

Learn more about Nathan R Marchal Visit Nathan R Marchal's website

Alexandros Pericleous

Associate Financial Advisor

Learn more about Alexandros Pericleous Visit Alexandros Pericleous's website

Kristos Pericleous

Associate Financial Advisor

Learn more about Kristos Pericleous Visit Kristos Pericleous's website

Lindsey Chapman

Financial Advisor

Franchise Owner
Learn more about Lindsey Chapman Visit Lindsey Chapman's website


Our team

Kathryn Panstingel

Kathryn Panstingel

Administrative Assistant,

Event Planner