Meet the team

Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means.

Our Advisors

Nick Giacoumakis, CEPA, CVGA

Managing Director, Senior Wealth Advisor

Brian Pirri, CFP®

Principal, Senior Wealth Advisor

John Routhier

Wealth Advisor

Glenn DiBenedetto, CPA, CVGA

Director of Tax Planning

Michelle Guarino

Wealth Advisor

Julie Colucci, CFP®

Wealth Advisor

Brian Glick, CFA

Portfolio Manager

Our Client Service Team

Sarah Judson

Client Service Associate

Tracy Young

Client Service Associate

Natalie Rubel

Client Service Associate

Our Operations Team

Robert Cowles

Manager, Compliance

Tamie Maffeo

Office Administrator

Ready for investment guidance that is tailored to your needs as a business owner?

Speak With An Advisor