Who We Are
Our Team of 6 Financial Professionals includes:• 100+ years of Investment Experience • 2 CERTIFIED FINANCIAL PLANNER™ professionals • 1 Accredited Asset Management Specialist® • 2 Private Client Associates.--No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Geoffrey M. Beringer
Executive Vice President / Investments, Financial Advisor
James L. Weinstock AAMS®
Senior Vice President / Investments, Financial Advisor
Michael Ballestrini CFP®
Associate Vice President / Wealth Management, Financial Advisor
Michael Lopes, CFP®, ChFC®
Senior Wealth Planning Associate
Senior Registered Private Client Associate
Yakima (Kim) Welfare
Private Client Associate
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.