Our Financial Team

A Passionate Team of Advisors Driven To Help You Succeed

We are an experienced team of advisors who are dedicated to your success. Your goals are our goals. Through our team-backed approach, we will blend our expertise to identify hidden opportunities that help you grow. We will

Anthony C. Rosso

CEO, Principal

Sean T. Keating CFP^®, EA, ChFC, CDFA

Certified Financial Planner, Enrolled Agent, ChFC, Chartered Retirement Planning Counselor(CRPC), CDFA

Leslie K. Curran

Senior Advisor

Andy Yost

Senior Advisor

Payosha Gause, EA

Financial Advisor

Ronald P. Crudo Jr. MBA®, CIMA®, CIS®, ARPC®, ADPA®, CAIA®, AIF®

Wealth Manager

Sarah Van Duzer

Executive Administrator of Client Services

Who We Work With

We support clients with diverse financial backgrounds, designing personalized strategies that align with their unique needs and goals.

Meet Our Clients

Our Approach

We adopt a holistic approach to address your financial needs, drawing up the different expertise in our experienced team to yield the desirable results.

Discover Our Approach