Menu

Our Advisors

michael embrescia certified financial planner
Michael Embrescia
Wealth Advisor, President, CEO
Johnathon Opet certified financial planner
Johnathon Opet, CFP庐
Wealth Advisor, Director of Financial Planning, Partner
James Artale Financial Planner
James Artale
Wealth Advisor, Chief Financial Officer, Partner
William Adams Wealth Advisor
William Adams
Wealth Advisor
Dennis Spontarelli
Wealth Advisor
Jim Zidd
Wealth Advisor

Our Team

Darla Anthony
Client Service Manager
Noah Anthony
Financial Planning Assistant
Bert Covell
Consultant
Brad Davis Client Relations Specialist
Brad Davis
Chief Operating Officer
Diane Embrescia
Diane Embrescia
Administrative Support
Thomas George Wealth Advisor
Thomas George
Consultant
AJ Kimes
Wealth Associate