A dedicated team in your corner.

Our team of dedicated professionals shares the common goal of providing you with the knowledge, sound judgment, and personalized service you need to confidently pursue your financial goals.

We look forward to helping you define your financial vision—and making it a reality.

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Norman Juniewic

Financial Planner

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Joanne Martin

Director of Client Services

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Korey Juniewic

Financial Planning Analyst

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Christy Wooldridge

Client Service Associate

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Mary Liquori

Client Service Associate