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Team Members

Our approach means you benefit from a client-centric, highly qualified team focused on guiding you to make informed decisions. Meet our financial professionals and learn what each brings to our firm.

Thomas J. Canale CFP®, ChSNC®, ChFC®, CLU®

Private Wealth Advisor and Founder

Hanna Grichanik CFP®, CRPC®, ChFC®, CLU®

Financial Advisor

Kristen Wilson

Associate Financial Representative

Josh Puccini CFP®, ChFC®, WMCP®, ChSNC®, CLU®

Associate Private Wealth Advisor

Becky R Wachholz CIMA®

Investment Operations Manager

Christopher L Silva ChSNC®

Client Service Manager

Josh Singer

Financial Planning Associate

Anne Marie Price Comerford

Client Service Representative

Robyn Reed

Operations Associate

Diane M Vollmert

Executive Assistant