About Us

Meet the Team

We work together to create strategies that support your goals and help you make confident financial decisions. We build long-term relationships grounded in trust, integrity, and clear communication, because the right guidance starts with people you can rely on.

Justin Marsh, CFP

Managing Partner

John Troncale, CFP, CRPC

Managing Partner

Lauren Johnson

Associate Financial Advisor

Jennifer Jones

Senior Client Associate

Carol Hagan

Client Associate

Ready to Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.

Contact Us