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.



Our advisors

Derek Rosenberg

MBA, CFP®, CPWA®, CRPS

Private Wealth Advisor

Managing Director
Learn more about Derek Rosenberg Visit Derek Rosenberg's website

Richard J Orleck

AWMA℠, APMA, CEPA®

Financial Advisor

Managing Director
Learn more about Richard J Orleck Visit Richard J Orleck's website


Our team

Shyanna Sagadraca

Shyanna Sagadraca

Registered Client Service Associate,

Client Relationship Specialist
Patricia Sidorick CRPC®

Patricia Sidorick CRPC®

Lead Registered Client Service Associate,

Operations Specialist