Joe Scalise, CFP ®, CIM ®

Senior Portfolio Manager & Senior Investment Advisor

With more than 25 years in the investment industry, Joe has built his career on helping clients make confident, informed financial decisions. As a Portfolio Manager and Investment Advisor, he has worked closely with clients to design portfolios that balance growth, income, and risk always tailored to individual goals and life circumstances.

Michael Serpico, CFP®, CIM®

Senior Portfolio Manager & Senior Investment Advisor

With more than three decades of investment experience, Michael has guided clients through some of the most turbulent chapters in financial history - market corrections, recessions, and periods of extreme volatility. Those experiences have shaped a clear and enduring ideology: disciplined investing and rigorous risk management will outperform chasing short-term market noise.

Alexandria Serpico, CIM®, B. Comm (Hons)

Associate Investment Advisor

Alexandria has been with the team for over 5 years and brings prior experience in Commercial Banking, giving her a well-rounded perspective on both business and personal financial strategies. Alexandria is passionate about finance, yet she believes a truly successful investment strategy goes far beyond the numbers.

Salvatore (Savi) Scalise, CIM® B. Comm (Hons)

Associate Investment Advisor

Salvatore has been a member of the team for the past 4 years, bringing a disciplined and thoughtful approach to wealth management. As an Associate Investment Advisor, he works closely with individuals and families to develop comprehensive financial strategies that extend beyond investment performance.

Jigna Mandalia

Client Relationship Associate

In her role, she finds it rewarding to overcome challenges and provide solutions to client inquiries, no matter how complex or how new the concept and she is committed to delivering legendary client experiences with courtesy, discretion, and professionalism, bringing over 30 years of experience in the financial industry.