Broker Check

Meet Your Team

At our firm, we have the client—and only the client—in mind.

Scott Berney

Scott Berney

Managing Partner

David MacNiven

David MacNiven

Insurance Representative- Specializing in Medicare

Craig Giaquinto

Craig Giaquinto

Insurance Representative

Lisa Brennan

Lisa Brennan

Account Executive

Meredith Aurora

Meredith Aurora

Account Executive

Shelley Butler

Shelley Butler

Receptionist

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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