Skip to main content

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

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

Associate Private Wealth Advisor

Becky R Wachholz

Investment Operations Manager

Christopher L Silva ChSNC®

Client Service Manager

Josh Singer

Financial Planning Associate

Anne Marie Price

Client Service Representative

Robyn Reed

Operations Associate