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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Aaron Berg, BFA

Partner, Director of Investments

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Sean Nisil, CFP®

Senior Financial Advisor

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David Hoffman

Associate Financial Advisor

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Connor Donohue, MBA

Financial Planning Analyst

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Nicholas Sakellis

Senior Financial Analyst

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Joe O'Shields

Director of Operations

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Kerin Cagle

Director of Marketing & Business Development

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Kathy Malone

Client Services & Administrative Support

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