About
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
Jennifer L. Garcia, CFP, ADPA, SE-AWMA
Private Wealth Financial AdvisorManaging Director - Investments
Valerie A. Campadonia, CFP, ChFC, RICP
Private Wealth Financial ConsultantVice President – Investment Officer
Martina Troiano, CIMA
Client Performance AnalystAssistant Vice President