Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Bradley A Handel

CFP®, ChFC®, BFA, CAS©, CMFC

Private Wealth Advisor

Learn more about Bradley A Handel Visit Bradley A Handel's website

Mark Handel

CFP®, ChFC®, BFA, CAS©

Financial Advisor

Learn more about Mark Handel Visit Mark Handel's website


Our team

Katherine Quattro

Katherine Quattro

Operations Manager,

Executive Assistant

Roles & Responsibilities

  • Handles all incoming account transfers
  • Answers questions regarding paperwork
  • Provides the status of new accounts
  • Handles withdrawals from your portfolio
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Gabrielle Spalding

Gabrielle Spalding

Office Manager,

Receptionist

Roles & Responsibilities

  • Helps coordinate client meetings
  • Statement and document support
  • Client website and app support
  • Works with you to maintain correct client information
  • New client onboarding
  • Marketing
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Hannah Ritchie

Hannah Ritchie

Client Service Specialist

Roles & Responsibilities

  • Meeting prep and follow up
  • New account creation
  • Able to provide general information of your accounts
  • Works to maintain current financial data
  • Client website and app support
  • Client transaction support
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Robert Notary

Robert Notary

Paraplanner

Roles & Responsibilities

  • Statement and document support
  • Account balances
  • General account questions
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Beth Graybill

Beth Graybill

Financial Planning Specialist

Roles & Responsibilities

  • Financial planning
  • Works to maintain current financial planning data
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