Who We Are
"Surround yourself with good people. People who are going to be honest with you and look out for your best interests." -Derek Jeter 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.
Thomas J. Urban
Senior Vice President / Wealth Management, Complex Manager
First Vice President / Investments, Financial Advisor
Thomas J. Urban, Jr.
Branch Operations Manager
Richard F. Scamorza
Senior Registered Private Client Assistant
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.