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
Nick Pirsos
Private Wealth Advisor
Joseph Verile
Financial Advisor and Operations Manager
Jolaine Richmond
Client Experience Coordinator
What are you waiting for?
