WE AREN’T JUST GONNA TELL YOU TO SAVE MORE.

We’re also about helping you spend well.

We're here to liberate you from a "gotta say no" life.

True financial freedom is having enough to spend on the people and experiences you love. That’s why we remind our clients that spending money is just as important as saving it. You only get to experience life once. We’re here to make sure you have the courage and agency to do the “maybe someday” stuff today.

Meet Your Team

Meet our dedicated team of wealth advisors. With a distinctive blend of knowledge and empathy, we’re here to build your confidence and spark your enthusiasm for a brighter, more secure future.

MARK COLGAN, CFP®, PRESIDENT + WEALTH ADVISOR

Mark is profoundly aware that time stops for no one. When his late wife, Joanne, unexpectedly passed away at a young age, he was overwhelmed by the awareness that life can shortchange us. That life-altering event shaped his belief that money is nothing more than a tool that can provide the freedom to say yes to more in life. It also inspired him to write the Amazon best seller, Death’s Red Tape, which helps bereaved survivors forge a clear path to financial independence and a brighter tomorrow.

Today, he has a passion for helping people prepare and process estate plans, and a heartfelt approach his clients appreciate. His daughter says he’s too YOLO (You Only Live Once) for his age. He says, “Carpe Diem! We get one shot at this experience on Earth. No one should live it with FORO (Fear Of Running Out of resources.) Plan to embrace the adventure ahead.” Mark is also a regular contributor to thestreet.com.

MARY MIKEL, WEALTH ADVISOR

Mary is a highly respected financial advisor, firmly rooted in the conviction that each investor’s journey should begin with a comprehensive financial plan. Her professional roots as an insurance agent kindles her special emphasis on ensuring clients manage risk wisely. Her charisma and enchanting smile undeniably contribute to the cultivation of her long-standing relationships with clients.

JACKIE DOHSE, CFP®, EA, WEALTH ADVISOR

Jackie is a remarkable advocate for her clients. She also leverages her extensive experience in income tax to give her financial planning a real edge, enabling her clients to keep more of their hard-earned money.

BRANDON WOLK, CFP®, WEALTH ADVISOR

Brandon is wholeheartedly committed to ensuring his clients receive top-notch care and advice. Leveraging his vast experience as a Certified Financial Planner™ Professional, he is determined to offer his clients the most valuable financial insights available.

Teri Petrarca, Client Service Team Leader

Teri not only provides outstanding service but also leverages her vast experience to suggest improvements for a smoother experience in the future. She also brings a refreshing touch of witty humor to the table, making every interaction enjoyable.

Lisa Whelen, Client Service Associate

While Lisa is lauded for her charming and heartfelt personality, she also prides herself on going above and beyond for her clients. Moreover, her tenacity and dedication make her an unstoppable force when it comes to executing tasks.

TJ Muscato, Wealth Advisor

Over the past twenty years, TJ has cultivated a vast understanding in his field of practice. In every interaction, you’ll notice his profound passion for financial planning, which is only outshined by his sincere commitment to prioritizing his clients’ needs.

EMILY RILEY, CLIENT SERVICE ASSOCIATE

Emily may have a quiet demeanor, but her capabilities speak loud and clear. Her secret to providing exceptional client service: her resourcefulness and unwavering commitment to task completion. Emily plays a crucial role in our team’s success.