Our Team

Strong leadership. Solid Planning.

What Makes Us Different?

We believe in the importance of continuity in your financial plan, which is why we built a multi-generational firm, equipped to serve our clients for decades to come.

Our success has been built on creating meaningful relationships with our clients, ensuring that they are never just a number to us.

Joe Allaria, CFP®, MBA

Partner | Wealth Advisor

Mark Allaria, CFP®

Partner | Wealth Advisor

Scott Carson, AIF®, CEPA

Managing Partner | Wealth Advisor

AJ Erzen

Wealth Advisor

Vicky Dietsch

Director of Client Services

Angie Miller

Director of Client Communication

Michael Wiedner, CFP®

Operations & Compliance Associate

Jacqueline Allaria

Executive Assistant