Our Team

Cassandra is the Retirement Plan Support Associate with the firm. She has been in the financial services industry for over four years. Outside of the office, Cassandra looks forward to being with her dog, Knox. They especially love to...

A true veteran of the financial services industry, Pat Mione brings nearly 40 years of experience to her clients. Throughout her esteemed career, she has helped clients in all walks of life build greater financial security. She founded...

In both her career and personal life, Yasmin is dedicated to helping others in any way she can. As lead Client Service Specialist at The Apical Meristem Company, she focuses her expertise and empathy on helping clients. In addition to...