Our Team
- John M. Bean, AIF® Wealth Manager
- Terry Rumker, CFP® Wealth Manager
- Talia Musolino, Wealth Advisor
- Austin Fisher, Associate Advisor
Our Awards
- 2024 Five Star Wealth Manager (John M Bean, AIF®)
- 2023 Five Star Wealth Manager (John M Bean, AIF®)
- 2022 Five Star Wealth Manager (John M Bean, AIF®)
- 2021 Five Star Wealth Manager (John M Bean, AIF®)
- 2020 Five Star Wealth Manager (John M Bean, AIF®)
*Award based on ten objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020/2021/2022/2023/2024 Five Star Wealth Managers.
