Focused On You
Brandon Smith
Director of Integrated Planning Group
David Porro
Director of Insurance
James Rabasca J.D.
Senior Tax Specialist
Michael Aloi, CFP®
Team Liaison and Client Relationship Manager
Noreen Brown
Director of Portfolio Management
Steve Melnick
Associate Director of Investment Management
Tara Pizzutillo
Director of Operations
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If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.