Meet Our Team

 
  • Jim DeGaetano Jr., CFP®, CPA, MBA

    Jim DeGaetano Jr., CFP®, CPA, MBA

    President

  • Christina Ward

    Christina Ward

    Wealth Advisor

  • Joe Elwood, ChFC®

    Joe Elwood, ChFC®

    Client Services Associate

  • Rebecca Meyer

    Rebecca Meyer

    Office Manager