Our Team

“The achievements of an organization are the results of the combined effort of each individual.” - Vince Lombardi

 

Amaury Cifuentes, CFP®, CMP®

Amaury Cifuentes, CFP®, CMP®

Managing Partner

View Bio

Robert A. O’Toole, CFP®

Robert A. O’Toole, CFP®

Financial Planner

View Bio

Bruce Konners, CFA®, CPA, PFS

Bruce Konners, CFA®, CPA, PFS

Managing Partner

View Bio

Victor D. Di Elmo, MBA, CTFA

Victor D. Di Elmo, MBA, CTFA

Advisory Board Member

View Bio

Financial Planning

Receive a complimentary discovery meeting to start your financial plan.

Contact Us

Second Opinion

Receive a thorough analysis of your portfolio from our team of professional financial planners.

Contact Us

Pin It on Pinterest