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

Mark Ivezaj

CRPC, CDFA®, AWMA℠, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Mark Ivezaj Visit Mark Ivezaj's website

Patrick Purczynski

CDFA®, APMA

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Patrick Purczynski Visit Patrick Purczynski's website

Jerry Kulczycki

CFP®, ChFC®, RICP®

Financial Advisor

Learn more about Jerry Kulczycki Visit Jerry Kulczycki's website


Our team

Dee Varicalli

Dee Varicalli

Client Service Coordinator

Kate Reynolds

Kate Reynolds

Client Service Coordinator

Anna Loeffler

Client Service Coordinator

Connor Gage

Connor Gage

Client Service Coordinator