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.
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Mark Sessanta

CEO

Paul Barry

Partner / Financial Advisor
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Steve McNeilly

Lead Advisor

Jennifer Immel

Director of Accounting
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David Ellerbeck

CPA
Christian Spugnardi

Christian Spugnardi

Associate Advisor
Hubert Etchison

Hubert Etchison

Investment Advisor/401k Specialist
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Julie Reardon

Customer Relations Manager
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Sarah Lopez

Tax / Accounting Dept Admin
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Laurie Horwath

Accounting & Support
Jodi Hurowitz-bw-0925

Jodi Hurowitz

Accounting & Support
Tracey Ellerbeck-bw-0925

Tracey Ellerbeck

Accounting & Support
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Janel Shelly

Tax / Accounting Exec Admin
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Billy Dunn

Business Consulting
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Joshua Wildasin

CPA
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Derik Mesquita

Financial Services Professional