Marc A Stein
Managing Director/Owner
Robert F. Blair, MBA
Managing Partner
Joseph Praino
Wealth Advisor
Jerry Giordano, MBA
Wealth Advisor
William Hyman, MBA
Wealth Advisor
Kathleen Keegan, CFP ®
Founder and Director of Financial Planning
Courtney Dayton
Branch Operations Support
Danielle Neff
Manager of Client Experiences
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.