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

Senior Wealth Advisor

Senior Wealth Advisor

Robbie Melo

Senior Wealth Associate

Sean Rodney

Wealth Associate

Contact us

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