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


Our team

Katie Kelly

Katie Kelly

Program Manager,

Operations Manager
Michael Casey

Michael Casey

Client Service Associate,

Chartered Retirement Planning Counselor™

Qualifications

  • CRPC®

Roles & Responsibilities

  • Meeting Preparation and Follow-up
  • Client communications liaison
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