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Our Team

Who We Are

Who We Are

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Brett Corsello

Brett Corsello, CFA

Portfolio Manager

Patricia Lumpkin

Patricia L. Lumpkin

Relationship Manager

PJ Melnick

PJ Melnick, CFP®

Financial Advisor

Kent Leafstedt

Kent Leafstedt

Associate Advisor

Catherine Hunt

Catherine Hunt

Associate Advisor

Allison  Francisco

Allison Francisco

Retirement Plan Specialist

Virginia Fralin

Virginia Fralin

Client Service Associate

Lynn Melnick

Lynn K. Melnick

Office Manager