Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
We have seen first-hand the value that collaboration and teamwork can deliver for our clients. For the past 10 years we have worked together to provide our clients with the service offering and resources of a large firm with the touch of a boutique adviser.
Josh Goulding, CFA, CFP®
Josh is a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. He graduated from Georgetown University where he earned a BA in psychology and Pre-med Studies, as well as an Executive Certificate in Financial...
Jeff Sciscilo, CFA, CFP®
Since the beginning of his career, Jeff has been fascinated with the capital markets and investing. Jeff transformed that fascination into becoming a CFA Charterholder, considered to be the most highly recognized investment credential...
Jennifer Hutton, ChFC®
Jennifer is a Chartered Financial Consultant and has 20 years of experience in the financial services industry. She earned her Bachelor of Science in Business Administration degree from East Carolina University. She holds the series 7,...
Joseph "Will" Berenato
Client Service Associate