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 Brito
International Wealth Advisor
Joseph Verile, CRPC®
Operations and Account Manager
Carol Kupetz
Director of Client Services
Jolaine Richmond
Client Experience Coordinator
Fernanda Thonpson-Lima
International Business Manager
Fabricio Alvarenga
Operations Assistant