Team in List View

Home Team in List View

Team in List View

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Jason Sgroi
Jason Sgroi

Principal Advisor / Partner

I am Compassionate, a Listener, and Communicator Looking to build relationships and advise people into the future with their finances

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Michael Sgroi
Michael Sgroi

Managing Partner

I'm honest, straight to the point, passionate, and analytical Expert in Financial plan strategy and implementation

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Tyler rapp
Tyler Rapp

Advisor + Investment Analyst

I'm young, dedicated, energetic, and ambitious Here to offer investment and personal finance advice

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Kim Dumont
Kim Dumont

Branch Operations Manager

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