Trust

A: assured reliance on the character, ability, strength, or truth of someone or something
B: one in which confidence is placed


Meet The Team

Gregory Prato
President and CEO
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Gabriella Bracaglia
Chief Compliance Officer
Office Manager
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Brian M. O’Rourke, Jr.
Director of Financial Planning
Senior Financial Planner
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Christopher Conway
Director of Client Communications
Financial Planning Associate 
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