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Meet The Team

At Our Firm, We Have the Client—and Only the Client—in Mind

Our team’s capabilities have been carefully developed through decades of experience and strategic professional affiliations.

Our team provides a holistic financial planning experience, because no matter what level of service you require, it is our responsibility to understand your course to better map the steps to your ideal future.

We will seek to uncover the events and motivations that drove your past actions, and with this knowledge we can begin to capitalize on the financial strategies that will define your next phase of life, wherever that may take you.

We invite you to get to know us a little better by clicking on the photo of any of our team members to read their full bio.

Mark Wilcox, CFP®

Mark Wilcox, CFP®

234-200-5230

Andrew Maimona, CFP®

Andrew Maimona, CFP®

234-200-0135

Connor Lenartowicz

Connor Lenartowicz

Director of Business Development

Ida Mulvey

Ida Mulvey

Client Relationship Manager

234-200-5230

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.