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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 two decades of financial services industry experience.
We're Hiring

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 B. Hale, MBA

Director of Business Development

Fernanda Lima
Broker of Record / Owner – MRA Real Estate

Tony Tax

Tax Resolution Provider

Beth P. Wahlig

Private Wealth Advisor

Carol Kupetz

Director of Client Services

Joseph Verile

Operations and Account Manager

Jolaine Richmond

Client Experience Coordinator

Jelena Spasic

Client Service Manager

Our Office

3799 US Hwy 46, Ste. 100
Parsippany, NJ 07054 USA

Contact Us

+1 844.672.7623

Office Hours

Mon-Fri: 9am – 5pm
Sat-Sun: Closed

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