About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Meet Our Team
Debbie Latimer
Private Wealth Financial AdvisorManaging Director - Investments
Dan Chiavaroli, CPWA
Senior Financial AdvisorSenior Vice President - Investment Officer
Ellen Burzynski, AAMS, AWMA
Financial ConsultantWhy Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.