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Our Team

Whether you are concerned about your own financial needs, or those of your family or business, we are here to help. However, we don't do it alone. Our teams make it all come together. If you need any kind of assistance, please contact us. We're here for you.

Sebastian P Minaudo CLU®, ChFC®, RICP®

Wealth Management Advisor

Jennifer L Lombardo CLU®

Associate Wealth Management Advisor

Francesco Minaudo

Associate Wealth Management Advisor

Maria S. Caruso

Associate Wealth Management Advisor

Scott Sampeer CFP®, ChFC®, CLU®

Associate Wealth Management Advisor

Jeffrey W. Messing

Associate Financial Representative

Annaliese M Brademeyer

Associate Financial Representative