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®
Financial Advisor
Martina Pfeuffer, CFP®, CDFA®
Financial Advisor
Joseph Piretti, CMT®
Research Analyst and Financial Advisor
Aegean Cuylan
Associate Financial Advisor
Charlie Heisey
Director of Operations
Jamie Fix
Client Services
Kimberly Bell
Client Services
Tracy Rahner
Accounting and Operations Assistant
Josephine Diviney
Client Services
Jaime Vazquez
Client Services