Broker Check

Your Team

Amy Kennedy

Amy Kennedy

Director of Client Relations

Hope Thompson

Hope Thompson

Investment Operations Manager

Kristina Rocci

Kristina Rocci

Podcast Producer

Your Specialists

Timothy  Johnson

Timothy Johnson J.D.*, CRPC

Chief Investment Strategist

Daniel  Prisciotta

Daniel Prisciotta CFP®, CPA*, CBEC®

Director of M&A and Investment Banking

Your Planning Team

Jeffrey Trombetta

Jeffrey Trombetta CIMA®, CFP®, CRPC

Director of Investment Planning

Dianna Parker

Dianna Parker CFP®

Director of Financial Planning

James Gasparotto

James Gasparotto

Director of Business Planning

Donna Rowen

Donna Rowen J.D*, LL.M., ChFC®

Advanced Planning Attorney