Meet My Team

We are experienced professionals commited to delivering quality service and guidance. We look forward to earning your confidence.

Marc A. Gallo, CASL®

Financial Planner, Financial Services Representative

Registered Representative

Minda Lawrence

Personal Assistant to Marc A. Gallo

Byron Harlan

Financial Advisor, Financial Services Representative

Will Gordon, CFP®

Financial Planning Specialist

Christopher Rand, MSFS, CFP®, AEP, CLU®

Financial Planner, Investment Specialist, Registered Representative