About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
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Robert Siracusano
Senior Financial AdvisorBranch Manager
CA Insurance License Number #0F09177, Resident IL
![](mediahandler/media/319533/Charlie website final_188x263.jpg)
Charles Sleezer
Senior Financial AdvisorCA Insurance License Number #0F58056, Resident IL
![](mediahandler/media/310679/Louis Siracusano_188x263.png)
Louis Siracusano
Financial AdvisorCA Insurance License Number #0L26428, Resident FL.
![](mediahandler/media/319535/Giavanna website final_188x263.jpg)
Giavanna Potenzano
Operations Manager![](mediahandler/media/319536/Mandi website final_188x263.jpg)
Mandi Kitt
Client Services Director![](mediahandler/media/319539/Sarah website final_188x263.jpg)
Sarah Meyer
Client Service AssociateWhy Invest With Us
![Why Invest With Us](mediahandler/dynamicmedia/89248/Free_Section_Hands_589x303_(377x197).jpg?width=378&height=198)
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.