About Us

With over 22 years of experience in the financial services industry, Sergio Burzotta serves as Managing Principal – Investments and Senior PIM® Portfolio Manager. He brings deep expertise in retirement planning, wealth management, investment strategy, risk management, and insurance solutions. Sergio works closely with individuals, families, and business owners to create comprehensive, personalized financial strategies that help address both short-term needs and long-term goals.

At the heart of Sergio’s practice is a commitment to building trusted, lasting relationships. For him, the profession goes far beyond numbers—it's about offering guidance, fostering trust, and being a consistent partner through every stage of life. He takes pride in helping clients feel confident and secure about their financial future by making complex topics clear and approachable.

Sergio’s favorite part of his work is sitting down with clients to collaboratively build plans that reflect their unique aspirations and circumstances. He believes the most rewarding aspect of his role is earning the trust of his clients and becoming someone they and their families can rely on for meaningful advice and support over the years.

Outside of the office, Sergio enjoys quality time with his wife, Stephanie, and their two daughters, Amelia and Gianna. Whether traveling, exploring new culinary experiences, or cheering on his children at their activities, Sergio values the connections that keep him grounded. He is also passionate about giving back and staying actively involved in his community.

Hadi Neira is a Registered Client Associate with over 11 years of experience in the financial services industry, primarily with Wells Fargo Advisors. She holds the SIE, Series 7 and 66 securities registrations, as well as a life insurance designation. In recognition of her exceptional service, Hadi received the 2018 Golden Spoke Award.

Hadi is passionate about building meaningful relationships with clients and takes pride in being a trusted resource they can rely on. She finds fulfillment in helping clients feel confident about their financial journey and supporting advisors in delivering personalized solutions. Her ability to make clients feel supported and informed is a key driver of her daily motivation.

She especially enjoys collaborating with both clients and advisors to streamline processes and help ensure a seamless experience. Known for her problem-solving skills, Hadi takes pride in providing clear guidance—even in complex situations—while maintaining a high standard of professionalism and care.

Throughout her career, Hadi has worked extensively with high-net-worth clients and has supported financial advisors in wealth management. Her areas of expertise include relationship building, compliance, and operations—all essential to delivering exceptional client service.

Outside of work, Hadi enjoys spending time with her family and friends. Some of her favorite activities include kayaking, exploring new culinary experiences, and traveling.

The Golden Spoke award is given to team members for their service and commitment to the vision, values & goals of the Firm.