Who We Are
Our Team
By putting our clients’ needs ahead of all else, we are able to focus our efforts on helping clients fulfill their legacy and reach their financial goals. We accomplish this by listening to our clients’ needs and objectives and working hard to help exceed these expectations.
Brian Lee
Executive Vice President / Investments, Branch Manager, Financial Advisor
John Corello, AWMA®, CLTC®
First Vice President / Wealth Management, Assistant Branch Manager, Financial Advisor
Julie Knight, CFP®, AIF®, CLTC®, CDFA®
First Vice President/Wealth Management, Financial Advisor
Debbie Field
Senior Registered Private Client Associate, Business Productivity Specialist
Andrew Lee
Private Client Associate
Marjory Nelcoski
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
