With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Peter J Cocolaras

Financial Advisor

Managing Director
Learn more about Peter J Cocolaras

Peter Sanoulis

CRPC

Financial Advisor

Managing Director
Learn more about Peter Sanoulis

Michael S. Casey

CRPC

Associate Financial Advisor

Learn more about Michael S. Casey Visit Michael S. Casey's website


Our team

Katie Kelly

Katie Kelly

Program Manager,

Operations Director

Personal Intro

Education

    • B.S. in Business Administration with Concentration in Finance, Marist College, 2016
    • B.S. in Fashion Merchandising, Marist College, 2016

About Me

    • Love spending time with family and friends
    • Enjoy going to concerts and hiking

Roles & Responsibilities

  • Practice operations manager and business development coordinator
  • Manage client relationships
  • Financial Planning Support
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