With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo

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Advisors

Todd A Perkins

Financial Advisor

Vice President
Visit Todd A Perkins's website


Team

Elizabeth Concilla

Elizabeth Concilla

Client Service Associate,

Marketing Specialist