Our Dedication to Your Success
Your objectives are our top priority. We dedicate ourselves to creating tailored strategies that align with your future aspirations. With our expertise and careful attention, we will guide you toward financial success and help turn your dreams into reality.
Vincent Pace
Financial Planner | Investment Advisor Representative
Kevin Cernuto
Financial Planner | Investment Advisor Representative
Gary Nesta, CFP®, ChFC®
Financial Planner | Investment Advisor Representative
Quincy West
Financial Advisor | Investment Advisor Representative
Kyle Kuriloff
Financial Advisor | Investment Advisor Representative
Natassia Lapinski
Practice Manager
Kim Studer
Executive Assistant
George Rinehart
Business Operations Associate
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®, CCPS®, CEPA
Vice President, Financial Planning
John Foreman, CIMA® MBA
Vice President, Investments
Kate Cassidy, JD*
Vice President, Advanced Markets
Greg Wachter
Vice President, Risk Management
Beverly Wright
Vice President, Worksite Products
Niko Vamvakas, RICP
Vice President, Retirement Planning Solutions