Our Team

We are a tightly-knit team with a wealth of experience, a relentless drive to exceed expectations, and a deep devotion to our clients. By partnering with us, you can expect unwavering professionalism, transparent communication, meticulous attention to detail, and a commitment to your success.

Photo of Sarah Laratonda

Sarah Laratonda

Client Administrative Manager

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Photo of Robert Carrigg, Jr., CFP<sup>®</sup>

Robert Carrigg, Jr., CFP®

Managing Director - Wealth Manager

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Photo of Christina L. O’Donnell, CFP<sup>®</sup>, CRPC<sup>®</sup>

Christina L. O’Donnell, CFP®, CRPC®

Partner, Vice President - Wealth & Portfolio Specialist

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