Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Advisors

Advisor photo for Jonathan J Di Rico

Jonathan J Di Rico

APMA

Financial Advisor

Visit Jonathan J Di Rico's website
Advisor photo for Kathleen Merriman

Kathleen Merriman

APMA, CMFA®

Financial Advisor

Visit Kathleen Merriman's website


Team

Michelle Meegan

Michelle Meegan

Client Service Manager

Bianca Murack

Bianca Murack

Client Relationship Manager

Libby Engel

Libby Engel

Business Development Manager