Our advisors

Christopher DiGregorio

Financial Advisor

Franchise Owner
Learn more about Christopher DiGregorio Visit Christopher DiGregorio's website

Maria Patrizio

Financial Advisor

Client Relationship Manager
Learn more about Maria Patrizio Visit Maria Patrizio's website

Sergio Modernel

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Sergio Modernel Visit Sergio Modernel's website


Our team

Brianna DiGregorio

Brianna DiGregorio

Office Manager

Michael Soto

Business Development Specialist