Meet the team

President and CEO

Chief Financial Officer

Director of Investment Strategy

Director of Investment Operations

Wealth Manager

Client Relations Associate

Financial Planning Assistant

George T. Clarke, CPA/PFS™, MSF and Alan D. Reese, CFP®, CPA are not affiliated with LPL Financial.

We can tailor strategies to manage your financial future.

Learn how to turn your practice into a rewarding wealth management service.

John Napolitano, CFP®, CPA, PFS, MST