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

Paige Hatton

CFP®

Private Wealth Advisor

Managing Director
Learn more about Paige Hatton Visit Paige Hatton's website

Peter Sullivan

Financial Advisor

Managing Director
Learn more about Peter Sullivan Visit Peter Sullivan's website


Our team

Cindy Capezzuti

Registered Client Service Associate,

Practice Manager

Rebecca Holcomb

Client Service Associate