Meet Your Financial Team


As fee-only wealth advisors, our loyalty is always to you - our client.

Darren  Zagarola

Darren L. Zagarola, CFP®, CPA, PFS

Principal and Senior Wealth Advisor

Howard Hook

Howard Hook, CFP®, CPA

Principal and Senior Wealth Advisor

Howard Milove

Howard Milove, CPA, PFS

Principal and Senior Wealth Advisor

Linda Jesseman

Linda Jesseman

Client Relationship Manager

Celeste Csordos

Celeste Csordos

Client Support Team

Joanne Hoover

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. 

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