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.

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Our advisors

David Boccignone

CFP®, MBA, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Boccignone Visit David Boccignone's website

Michael Hibbard

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Hibbard Visit Michael Hibbard's website


Our team

Melissa Bainter

Melissa Bainter

Client Service Specialist,

Marketing Specialist
Erin Shott

Erin Shott

Client Service Specialist

Noah Hibbard

Noah Hibbard

Client Service Specialist

Samantha Panek

Samantha Panek

Client Service Specialist

Garima Chhabra

Garima Chhabra

Client Service Specialist