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Meet The Team

Together, we are committed to providing exceptional customer service to all of our clients. If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

Team photo

Vince Spinosa CFP®, ChFC®, CLU®

Founder, Partner and Private Wealth Advisor

Robert Marin CLU®, RICP®, ChFC®

Partner and Private Wealth Advisor

Matthew J Kahn CLU®

Partner and Private Wealth Advisor

Sean Movelle CFP®

Partner and Private Wealth Advisor

Darren M. Kriston CFP®, MBA

Private Wealth Advisor

James Humpherson

Private Wealth Advisor

Gary Low MBA, CFA®

Director of Investments

Elizabeth F Mraz

Director of Marketing and Business Operations

Izzy Crespo B.A., AWMA®

Director of Investment Operations

Karen Alms

Director of Insurance Operations

Vanessa Aravantinos AWMA®

Associate Private Wealth Advisor

Pritesh S Patel D.C., ChFC®

Associate Private Wealth Advisor