Marco Anastasi is a graduate of the University of Tampa with a degree in International Business. Committed to lifelong learning, he is dedicated to advancing in the financial planning industry and aims to further his studies throughout his career. Originally from...
Jennifer’s unwavering dedication to cultivating and nurturing client connections plays a pivotal role in the expansion of our firm. Boasting a rich background in both the financial services industry and marketing, Jennifer brings a distinctive expertise that...
Paul Finocchiaro, MS, CFP®, BPC™ Certified Financial Advisor Paul is a Certified Financial Planner ™ with over 20 years of financial planning experience. He has held numerous Senior Wealth Management positions with Fortune 100 Companies. As an experienced Wealth...
Becky seamlessly manages a multitude of responsibilities, effortlessly balancing client inquiries, resolving concerns, and maintaining meticulous attention to detail. She focuses on managing new business and account-related services. Her unwavering dedication to...
Florida native, Janicely Ramos, graduated from the University of South Florida with a Bachelor of Science in Business Finance. Driven by a genuine desire to make a meaningful impact, Janicely goes above and beyond to empower clients. She provides ongoing guidance and...
