Meet the Team

Experience, mentorship, and continuity—built to serve clients from their 20s to their 90s. 

Our Story

This team was built on relationships. For Sean McGrath, wealth management has always been personal—shaped by growing up in the business and guided by a deep respect for the responsibility of helping people navigate their financial lives. Over the years, trusted relationships with Mike, Keeton and Fatima evolved into a close-knit team, bringing together professionals connected by shared history, mutual respect, and a genuine commitment to clients.

Sean P. McGrath, CRPC

Managing Director - Investments

Michael Joseph Marasco

Senior Vice President - Investments

Keeton Corder, CFP

Assistant Vice President
Wealth Planning Consultant

Fatima Aquirre

Vice President
Senior Registered Client Associate

We Work With You. And For You.

From the moment you start working with us, you can expect:

to help you achieve your goals.

to help answer your questions or concerns.

to adjust your tailored strategy as needed.

to help you achieve your goals.

to help answer your questions or concerns.

to adjust your tailored strategy as needed.

Helping to Bring Confidence to Your Financial Life