GUIDED, PERSONALIZED STRATEGIES
Support for Every Stage of Life
Our approach centers on providing individualized guidance and an attentive planning experience. We take the time to understand your priorities and develop a strategy designed to help you move forward with confidence. You’ll benefit from the resources of a national network combined with the personal focus of a dedicated financial professional.
Our Team
Pedro Tecla
Financial Planner | Financial Services Representative | Investment Advisor Representative
Nuno Tecla
Wealth Management Associate
Gabrielle Lago
Administrative Assistant
Wealth Strategies
Brian Parmelee
Vice President, Risk Management
Jeremy Hus, CASL®, CLU®, ChFC®, CFP ®
Vice President, Financial Planning
John Foreman, MBA, CIMA®
Vice President, Investments
Kathleen Cassidy, JD**
Vice President, Advanced Markets
Myles Holley
Executive Insurance Professional | Barnum Benefit Advisors
Niko Vamvakas, RICP®
Vice President, Retirement Planning Solutions