Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Emily Ann M. Malfeo Account Manager Emily Malfeo has been working in the financial services industry since 2013. She is committed to customer success and is passionate about helping people. Her experience in the office...
Client Service Associate
Thomas E. PhelanWealth Manager Tom Phelan began his career in Finance with First Chicago Bank in 1988, and in 1997 turned his focus to financial consulting and wealth management where he has worked for some of the biggest names on...