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A Team of Specialists

With a fiduciary mindset, our team includes seasoned professionals, specialists, and a friendly supporting staff. 

Most of our advisors have over 20 years of financial services experience.

Marco Lima, CFP®
CEO, Wealth Advisor

Adam C. Anderson, CFP®, CRPC®
Director of Alternative Investments

Alison Cogan, CPA
Director of Tax Services

Paul S. Plemenos
Director of Wealth Management

Dalton L. Chandler, MBA, APMA
Director of Wealth and Tax Services

Gene Hale Jr., MBA
Director of Business Development – MRA Tax Services

Fernanda Thompson-Lima
International Business Manager

Harry Arnold, CLU®
Director of Insurance Services

Beth P. Wahlig
Director of Socially Responsible Investing


Carol Kupetz
Director of Client Services

Nick Pirsos
Private Wealth Advisor

Joseph Verile
Financial Advisor and Operations Manager

Jolaine Richmond
Client Experience Coordinator

What are you waiting for?