Who We Are
Our Team
George Mackenzie
Senior Vice President/Wealth Management, Financial Advisor
Paul LoFurno
First Vice President/Wealth Management, Financial Advisor
Robert Cappelli
First Vice President/Wealth Management, Financial Advisor
David Grahn
Vice President/Wealth Management, Financial Advisor
Jeanne Willits
Senior Registered Private Client Associate
Matt Conway
Registered Private Client Associate
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.