Meet Our Team

About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

Richard W. Policastro

Financial Advisor
Managing Principal
Branch Manager

Stewart A. Ritter

Financial Advisor
Managing Partner

Ken LeMunyon

Financial Advisor
Managing Partner

Courtney Halasz

Senior Registered Client Associate

Lori Traina

Senior Branch Administrator

Ingrid Tremarco

Senior Client Associate