Broker Check

Our Team

Joseph D'Ambrosio

Joseph D'Ambrosio

Founder | CFP® | LPL Financial Advisor

Michael D'Ambrosio

Michael D'Ambrosio

President | LPL Financial Advisor

Chelsey  Spiller

Chelsey Spiller

Director of Client Relations | MBA | LPL Financial Advisor

Michael Spiller

Michael Spiller

Director of Operations | LPL Financial Advisor

James Albanese

James Albanese

Administrative Associate

Bethany Powers

Bethany Powers

Administrative Assistant

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.