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

Edward Wacks

CFP®, CPA

Private Wealth Advisor

Business Financial Advisor
Learn more about Edward Wacks Visit Edward Wacks's website

Regina Collaro

CFP®, BFA, CRPC

Financial Advisor

Business Financial Advisor
Learn more about Regina Collaro Visit Regina Collaro's website


Our team

Christene Strudwick-Smith

Christene Strudwick-Smith

Financial Planning Assistant,

Office Manager

Qualifications

  • MBA
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Rachel L. Wacks

Rachel L. Wacks

Client Service Coordinator,

Marketing Specialist