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

Jennifer Immel

Senior Accountant

Steve McNeilly

Lead Advisor

Julie Reardon

Customer Relations Manager

Sarah Lopez

Tax / Accounting Dept Admin

Janel Shelly

Tax / Accounting Exec Admin

Joshua Wildasin

CPA

Derik Mesquita

Financial Services Professional

Jason Marks

Staff Accountant

David Ellerbeck

CPA

Billy Dunn

Business Consulting

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