About our team

While we care about offering exceptional service and the highest caliber financial products, we care most about you and your family, and doing the right thing for you. We feel a tremendous responsibility for making sure you are comfortable with your investments and our services. We strive to earn your trust and become your primary financial advisor.

James Reinhart

Senior Vice President - Financial Advisor, Consulting Group


Shannon Cortese

Client Associate


Let's start the conversation

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