Darren L. Zagarola, CFP®, CPA, PFS
Principal and Senior Wealth Advisor
Howard Hook, CFP®, CPA
Principal and Senior Wealth Advisor
Howard Milove, CPA, PFS
Principal and Senior Wealth Advisor
Eleanore K. Szymanski, CFP®
Senior Wealth Advisor
Linda Jesseman
Client Relationship Manager
Celeste Csordos
Client Support Team
Joanne Hoover
Client Support Team
Focused on Your Future
Whether you need to update your financial plan, or have never created a plan, you are in the right place. Our team consists of Certified Financial Planners, Certified Public Accountants, and Personal Financial Specialists; all of whom are passionate about helping clients meet their personal and financial goals. We look forward to meeting you.