Meet our team.
Six people, two of them advisors, all working together on your plan.

Kimberly Crawford, Tracy Amato, Michele Merrill, and Rachel Ciarrocca are not registered advisors with LPL Financial.
Let’s move forward together.
You’ve worked hard to build what you have. Start with a Discovery Meeting, at no cost and with no obligation. We’ll talk about where you are and where you want to go, and you’ll leave knowing exactly what working together would look like.






