Broker Check

Your Team

Amy Kennedy

Amy Kennedy

Director of Client Relations

Hope Thompson

Hope Thompson

Investment Operations Manager

Kristina Rocci

Kristina Rocci

Marketing & 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