Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

Financial Planners

Anthony G. Forlini CFP, CLU, ChFC

James Rop

Office Staff

Sondra Dean

Tax Consultant

Diane Parisi, CPA, MST