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Meet the Team 

Craig Bartlett

Craig C. Bartlett, CFP®, CRPC®, CBEC®

Managing Partner & Financial Planner

Nicholas Petriello

Nicholas Petriello, CFA, CRPC®

Managing Partner & Director of Investment Planning

Jason Brito

Jason D. Brito, CFP®, CRPC®

Managing Partner & Financial Planner

Anthony Sambrato

Anthony V. Sambrato, QKA

Retirement Specialist & Financial Planner

Bryan Murray

Bryan P. Murray, CFP®

Risk Management Specialist & Financial Planner

Paul Lee

Paul H. Lee, CFP® CPWA®

Financial Planning Manager

Darby Nolan

Darby Nolan, MBA

Financial Planning Analyst

Cheryl Flores

Cheryl Flores

Executive Assistant

Melissa Chan

Melissa Chan

Lead Investment Support Specialist

Nicole Mial

Nicole Mial

Investment Support Specialist

Jo Ann Boyle

Jo Ann Boyle

Group Benefits Specialist

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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