Tyler DiMauro
Financial Advisor
Serving Counsel & Partners Across Top 100 AM Law Firms
Get to know our dedicated team
Helping you achieve your financial goals is the commitment you have from me and my team. We are committed to delivering excellence in client service. Please don’t hesitate to contact me or any of these individuals if you have a question or a request. We will respond promptly.
Frank Florian
Director of Operations
Get to know our network of specialists
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.
Michael J. Raposa II
CFP®, CLU®, ChFC®
Wealth Management Advisor
Our team specializes in working with successful professionals helping them achieve their financial goals in a tax efficient manner. Much of our work is focused around clients entering retirement or owners of closely held businesses and their planning needs.