OUR TEAM
Our partnership includes 30 years of expertise in financial planning.
We have a team of experts including attorneys and cpas to help navigate todays tax law and provide top notch wealth management.
Lisa Caricato
A licensed insurance broker with over 25 years of expertise in business strategy and marketing. Lisa specializes in helping businesses thrive by crafting innovative solutions that drive growth, financial security, and long-term success. Her dedication to empowering clients with tailored insurance and marketing strategies makes her a trusted partner in the industry.