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