team

JP Tantalo<small><br>CFP, RRC</small>

JP Tantalo
CFP, RRC

Investment Advisor
Derrick Fernandez<small><br> CFP, RRC</small>

Derrick Fernandez
CFP, RRC

Investment Advisor
Reinaldo Correia<small><br> CFP, CPCA, RRC</small>

Reinaldo Correia
CFP, CPCA, RRC

Investment Advisor
Ian Goodman<small><br> CFA</small>

Ian Goodman
CFA

Portfolio Manager
Americo Lippa

Americo Lippa

Investment Advisor
Lori Correia

Lori Correia

Executive Assistant to Reinaldo Correia