Brendan G Meyer
Wealth Management Advisor|CFP®
Get to know your team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Santiago Muriel
CFP®
Associate Wealth Management Advisor
Santi is originally from Manizales, Colombia and grew up in Norwalk, Connecticut. He is a graduate of the University of Connecticut (B.A. in Economics & International relations, Spanish minor) and played Division 1 soccer for UConn. He is a CERTIFIED FINANCIAL PLANNER™ Professional.
Matthew Leanza
Director of Operations
Matt grew up in Rockland County and is a graduate of the University at Buffalo (B.A. in Economics, minor in Political Science). He is an Eagle Scout and avid outdoorsman.
Alexsandra Bossi
Client Service Manager
A wife and mother of two, Alexsandra is a graduate of Iona University as well as a professional vocalist.