Our Team

 
  • Rosario Greco, CFP®, CPA*, CRPC

    Financial Planner

  • David P. Nader, CFP®

    Financial Planner

  • Marissa Greco

    Financial Planner

  • James Greco

    Financial Planner

  • Heidi Cintron

    Paraplanner

  • Maria Carvajal

    Administrative Assistant