Helping you reach your maximum wealth potential.
Our goal is to create a strategy that supports what you care about most such as educating your children, being financially stable after retirement, and properly distributing your wealth.
Mark Sessanta
CEO
Paul Barry
Partner / Financial Advisor
Steve McNeilly
Lead Advisor
Jennifer Immel
Director of Accounting
Dave Ellerbeck
CPA
Christian Spugnardi
Associate Advisor
Hubert Etchison
Investment Advisor/401k Specialist
Julie Reardon
Customer Relations Manager
Sarah Lopez
Tax / Accounting Dept Admin
Laurie Horwath
Accounting & Support
Jodi Hurowitz
Accounting & Support
Tracey Ellerbeck
Accounting & Support
Janel Shelly
Tax / Accounting Exec Admin
Joshua Wildasin
CPA
Derik Mesquita
Financial Services Professional
Kate Morgan
Admin - Wealth/Insurance