About Us

Our Commitment to You, Our Clients

We’re committed to always putting your best interests first, guided by thoughtful planning and clear, transparent advice. You can have confidence in our recommendations and fees, with prompt, attentive support whenever you need it. We connect in the way that’s most comfortable for you—in person, by phone, video, or email.

Meet Our Team

Charles Faig

Private Wealth Financial Advisor
Managing Director – Investments

Trina Mitsch, CFP

Financial Advisor
Managing Director - Investments

Alicia Faig Columbro

Financial Advisor
First Vice President - Investment Officer

Brian Faig

Financial Advisor

James Botte

Private Wealth Financial Consultant
Assistant Vice President

Tammy Forno

Private Wealth Senior Client Associate