Support Staff

Michele Pollak

VP of Administrative Services

Erica Trivisonno

Office Manager

Marianne Dwyer

Client Service Coordinator

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.