About Us

Meet Our Team

Brian P. Scanlon, CFP, CRPS

Managing Director - Investments
PIM Portfolio Manager

Sarah V. Man, CRPS, CDFA

Managing Director - Investments
CERTIFIED FINANCIAL PLANNER™

Brian Bello

First Vice President - Investments

Sandra Bonilla

Financial Advisor

James Alperin

Financial Advisor

Maria Araujo

Client Associate

Why Invest With Us

Why Invest With Us
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