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
Managing Partner & Private Wealth Advisor
Ankit Sahu
Private Wealth Advisor
Cesar "Al" Dantes
Private Wealth Advisor
Derek Hebert
President & Private Wealth Advisor
Elliott Kallen
Founder & Private Wealth Advisor
Emmett Peck
Private Wealth Advisor
Jamie Hargrave
Private Wealth Advisor
Janiece Bell
Senior Client Associate
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.