Meet Our Team

Our mission

We help business owners and professionals chart a clear financial course—providing diligent planning and trusted guidance to protect, preserve, and maximize wealth, navigate complexity, and reach their goals with confidence.

Jennifer Taranto Headshot

Jennifer Taranto

Financial Advisor

Leslie Taranto Headshot

Leslie J. Taranto, Jr.

Agent

Caitlin Roberts Headshot

Caitlin Roberts

Executive Assistant

OVERLINE

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