Meet the team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Patrick McEvoy

Partner

Peter Soriento

Managing Partner

David Depalma CFP®, ChFC®, CRPC®

Partner

Ken Z. Hara, CFP®

Financial Consultant

Gavroche Gelin

Financial Consultant

Benjamin Nir CFP®

Financial Consultant

Daniel Munroe, JD, CLU

Financial Consultant

Eric Schwartz

Financial Consultant

Mindy Dunnigan

Financial Consultant

Alina Mihaila

Administrator

Carolina Leppert

Director of Operations

Natalia Zapata

Administrator

Martha Pena

Administrator