Craig C. Bartlett, CFP®, CRPC®, CBEC®
Managing Partner & Financial Planner
Nicholas Petriello, CFA, CRPC®
Managing Partner & Director of Investment Planning
Jason D. Brito, CFP®, CRPC®
Managing Partner & Financial Planner
Michael R. Jason, MBA, CRPC®
Investment Specialist & Financial Planner
Bryan P. Murray, MST, CFP®
Risk Management Specialist & Financial Planner
Paul H. Lee, CFP® CPWA®
Financial Planning Manager
Emilie Hess
Financial Planning Manager
Cheryl Flores
Executive Assistant & Insurance Service Specialist
Nicole Mial
Investment Support Specialist
Deandrea Forbes
Investment Support Specialist
Kacey Lyzell
Insurance Support Specialist
Jo Ann Boyle
Group Benefits & Medicare Specialist
Cathy Barry
Group Benefits & Medicare Specialist
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.