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

Robert Ceccarelli

JD, CRPC, APMA

Financial Advisor

Managing Director
Learn more about Robert Ceccarelli Visit Robert Ceccarelli's website

John Hursh

Financial Advisor

Managing Director
Learn more about John Hursh Visit John Hursh's website


Our team

Kimberly Slatky

Kimberly Slatky

Client Service Associate,

Practice Manager

Qualifications

  • University of Connecticut, Storrs CT Bachelor of Arts in Communication Sciences 2000
  • Series 7
  • Series 63
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