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Our Team

Experienced, dedicated advisors committed to building long-term relationships and putting your best interests first.

Damon Boyar

Damon Boyar

Managing Partner & Wealth Management Advisor

Series 7 & 63

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Omar Cujar

Omar Cujar

Private Wealth Advisor & Investment Representative

CFP®, CPWA®

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Eric Parnell

Eric Parnell

Chief Market Strategist

CFA

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Evan Coffey

Evan Coffey

Investment Analyst
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Nick Dalessandro

Nick Dalessandro

Senior Associate, Asset Management
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Kate Templeton

Kate Templeton

Associate, Asset Management
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