Collaborative Dialogue

We direct the conversation to get at what really matters to you and your family. We strive to build strong relationships with all family members to further understand your financial priorities and create a customized plan to help achieve your goals. Learn More
 

Advice and Counsel

Recognizing that successfully planning is a lifetime process, we communicate with you to review your plan and keep up to date on changing life goals,
milestones and financial priorities. This personalized approach provides you with specific insights and strategies to address your unique financial issues and opportunities. Learn More 

We believe in providing trusted advice and always putting your interests first.

Chartered Retirement Planning Counselor

Frank Furgiuele has earned his CRPC^® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor, Francis focuses on client centric problem solving as he assists clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate planning.

Certified Financial Professional

Dennis Cooney has earned the CERTIFIED FINANCIAL PLANNER™, or CFP^® professional certification. To earn his CFP^® Dennis completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ practitioners from other professional advisors, who typically focus on only one area of a client's financial life.

Retirement Income Certified Professional

In 2022 Damon Derstine earned the Retirement Income Certified Professional^® designation. He earned the RICP^® designation by demonstrating an understanding of the concepts, methods and strategies for providing financial advice to individuals on retirement income planning.

Wells Fargo Advisors Premier Advisor

Frank Furgiuele (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021), Dennis Cooney (2011, 2012, 2014, 2015, 2019, 2020, 2021) and Damon Derstine (2020, 2021) have achieved Premier Advisor distinction. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.

*Forbes Best-In-State Wealth Advisors

Frank Furgiuele, CRPC^®, Managing Director-Investments, has been named to The Forbes Best-In-State Wealth Advisors rating for 2021 and 2022. The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.