OUR TEAM
David Earl Spencer, MS, ChFC®
Vice President, Financial Advisor
George Alessandria, MA
Vice President, Financial Advisor
Justin Hurd, MSFS, CFP®, ChFC®
Senior Vice President, Financial Advisor
Clarence – The Broadway Mascot
Rollover Specialist
Your trust. Our expertise.
Founded by a team of experienced financial advisors with a shared guiding principle: exceptional customer service.