Scotty Pires
Partner | CEO | Financial Advisor
Nathalia Perez
Director of Operations & Marketing
Michelle Crowley
Client Service Associate
Louisa Montecalvo
Administrative Assistant
Jessica Haskell
Office Administrator
David Hodgkins Jr.
Managing Partner | Registered Representative
Devra Bragg
Executive Assistant
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have 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.