Our Team
We are here to listen
Michael Sicuranza CFP®, AEP®
CEO and Sr. Financial Advisor
James E. Hall Jr., CFP®
Chairman and Sr. Financial Advisor
Abigail McCloskey,
CFP®, CLU®
Senior Financial Advisor
Cheryl Starr CFP®
Financial Advisor
Brian Thomson, CFP®
Associate Financial Advisor
Aegean Cuylan
Associate Financial Advisor
Martina Pfeuffer, CFP®, CDFA®
Financial Advisor
Josephine Diviney
Director of Operations
Joseph Piretti, CMT®
Research Analyst and Financial Advisor
Kimberly Bell
Client Services
Elizabeth Mahlenbrock
Client Services Associate
Tracy Rahner
Accounting and Operations Assistant