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About Us

Our Team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Derek J. DeSanto

Partner and Financial Advisor

Anthony Paul Grillini

Partner and Financial Advisor

Stephen W. Blumenthal CLF®, M.Ed.

Director of Marketing

Alexandria S. Krebs

Marketing Coordinator

Courtney A. Harper

Marketing Coordinator