About Us

Finding Inspiration in Every Turn

With decades of collective experience, our mission is to partner with you to help grow and preserve your wealth through innovative, sound wealth management advice and business counsel.

Meet The Team

James J. McSweeney

President, CEO EMAIL

Bio/Info

Kelly Holland

Executive Vice President EMAIL

Bio/Info

Robert F. McGowan, AIFA®

Senior Vice President EMAIL

Bio/Info

Gregg Semprucci, ChFC, CLU

Principal EMAIL

Bio/Info

Alexa Hermenau

Operations Specialist EMAIL

Thomas Boyle

Principal EMAIL

Deborah McSweeney

Chief Financial Officer EMAIL