As a valued client, you’ll benefit from our focused, flexible team-based approach that gives you access to the knowledge and skill set of a diverse group of individuals, as well as a culture of collaboration, innovation and excellence. Every member of our team brings added perspective, developed over years of industry experience, that is applied toward a common goal: your peace of mind.
Our team of experts delivers customized investment management solutions and trust services, while providing seamless solutions that can integrate commercial banking, securities based lending, mortgage lending, and personal banking — giving you all that you need for every stage of your life.
Thomas Beirne III, CFP®
Vice President, Senior Wealth Planning Officer and Business Development Manager
Nicholas T. Rossi, CFP®, MSPFP, MPAS™, APMA™, AWMA™, CRPC™, CSRIC®
Assistant Vice President and Wealth Advisor
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