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About Us

Meet Your Team

Alaina Lotito

Alaina Lotito

Financial Advisor | Marketing Associate

Chris DeWolfe

Chris DeWolfe

Managing Partner | Senior Financial Advisor

Jason Franklin

Jason Franklin

Managing Partner | Senior Financial Advisor

Mark Ivanovic

Mark Ivanovic

Vice President | Financial Advisor

Spencer Schmale

Spencer Schmale

Vice President | Financial Advisor | Marketing Associate

Ready to Get Started?

Securing your future begins with a single meeting. Our process will let you know where you stand financially and the necessary steps to navigate your financial future.

Book your Discovery Call