Our Trusted Advisors

We’re individual practices, sharing expertise and resources, dedicated to helping our clients further their goals and deepen their financial security. 

Mary Beth Hofmeister, CFP (R)

Areas of Expertise
Financial Planning | Wealth Management | Insurance Planning

Scott Ferguson

Areas of Expertise
Wealth Management | Financial Planning | Estate Planning

Carl Baggetta

Areas of Expertise
Wealth Management | Estate Planning | Financial Planning

Paul Loucks

Areas of Expertise
Investment Advisory Services | Retirement Planning | Custodial Care Planning

Tambra Estill

Areas of Expertise
Financial Planning | NEA Retirement Specialist | Family Legacy Services

Sara Young

Areas of Expertise
Insurance Plans Specialist | Registered Administrative Assistant | Insurance Brokerage Support

Gerard Colistra

Areas of Expertise
Corp. Retirement Planning​ | Personal Retirement Planning | Personal & Small Business Insurance Planning


Areas of Expertise
Group Retirement Plans | Retirement Planning | Insurance Planning

Let's Connect

Connecting with professionals to better serve our client’s needs.