We provide comprehensive financial solutions and asset management to a select group of individuals, business owners and small- to mid-size companies. By taking into account your investment objective, ability or willingness to assume risk, tax situations, and other unique circumstances, we develop financial strategies and investment solutions tailored for you.

Preservation of capital is typically one of the primary concerns of our clients. With this in mind, we take the minimum amount of risk necessary to meet your stated investment objectives. This does not preclude us from being aggressive when appropriate, but it must adhere to the objectives of your overall wealth management plan. In addition, we strive to provide a level of service and professionalism that exceeds our client’s expectations.

Stephen D. Leightman, AWM

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

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Mark J. Evans, AWM, CPA

Senior Vice President - Financial Advisor, Advanced Wealth Manager

image of Paul Tropea

Paul Tropea, AWM, CFP®, CPFA®

Senior Vice President - Branch Director, Consulting Group

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Roseanna Calvo

Senior Client Associate


Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Strategist


Senior Manager


Wealth Strategist


Head of High Net Worth Credit