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A Team of Specialists

Our team includes seasoned professionals 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®

Director of Alternative Investments


Alison Cogan, CPA

Director of Tax Services


Paul S. Plemenos

Director of Wealth Management


Beth P. Wahlig

Director of Socially Responsible Investing


Dalton Chandler, MBA, APMA

Wealth Advisor


Jonathan DeBrito

International Wealth Advisor


Joseph Verile, CRPC®

Financial Advisor and Operations Manager


Carol Kupetz

Director of Client Services


Jolaine Richmond

Client Experience Coordinator


Fernanda Thompson-Lima

International Business Manager


Nicholas Thompson 

Operations Assistant


What are you waiting for?

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