Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Donna Cappelli

Wealth Associate

Melissa Da Costa

Wealth Associate

Associates & Partners

Susanne Greisbach

Senior Trust Officer and Estate Advisor 

Ashim Khanna

Senior Advisor, Financial Planning & Advisory Services

Contact us

Get contact information for our team members and find out where our offices are.