Meet Our Team
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Steve Boero
Founding Partner/ LPL Registered Principal
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Brian Russell
Founding Partner - Wealth Management Advisor
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Andrew Tenaglia
Founding Partner - Wealth Management Advisor
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Brian Stephens
Partner - Wealth Management Advisor
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Stephanie Baker
Controller | Technology Director
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Abigail Barber
Receptionist
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Sara Bennett
Receptionist | Client Services Assistant
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Briana Boero
Director of Personnel | Assistant to the CCO
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Nicholas Boero
Sr. Client Services Associate
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Sarah Hicks
Director Of Transitions | Office Manager
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Madison Javier
Client Services Associate
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Stacy Jones
Client Services Associate
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Mary McCollum
Office Manager | Sr. Client Services Associate
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Kayla Reyes
Client Services Associate
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Reese Whitfield
Office Manager | Client Services Associate
