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Meet The TeamWho You Will Be Working With

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Andrew Agosta

Andrew Agosta

Managing Partner & Private Wealth Advisor

Derek Hebert

Derek Hebert

President & Private Wealth Advisor

Elliot Kallen

Elliot Kallen

Founder & Private Wealth Advisor

Emmett Peck

Emmett Peck

Private Wealth Advisor

Janiece Bell

Senior Client Associate

Marty Troiani

Marty Troiani, MBA

Private Wealth Advisor

Melia Room

Client Associate

Let's Get StartedSchedule A Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation