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Our Team

Experienced, dedicated advisors committed to building long-term relationships and putting your best interests first.

Marc Luciani

Marc Luciani

Founder, Financial Advisor

AIF®

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Eric Parnell

Eric Parnell

Chief Market Strategist

CFA

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Nick Dalessandro

Nick Dalessandro

Senior Associate, Asset Management
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Evan Coffey

Evan Coffey

Investment Analyst, Asset Management
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