Rocco J. Scarsella

President & Founder

Antonio R. Scarsella

Director of Business Development

Nicholas U. Scarsella

Director of Operations


Justin M. Mulholland

Financial Advisor

William J. Dolunt

Financial Advisor

Jonathan D. LaCroix

Financial Advisor

Alex S. Potter

Financial Advisor

Michele Nehls

Financial Advisor

Frank C. Pasternak

Financial Advisor

Jim Williams

Financial Advisor

Cheryl McGown

Planning Coordinator

Daniel E. Engelhardt

Investment Advisory Representative

Tom Kraut

Financial Advisor


Kathy V. Scarsella

Controller & Office Manager

Suzanne L. Allor

Client Services Associate

Lauryn A. Ward

Executive Assistant

Morgan M. Edwards

Financial Paraplanner Professional

Jill Engelhardt

Office Manager - Bay City

Carly Bjarnesen

Public Relations & Event Coordinator

Jim Nygord


Ashley Kiesgen

Client Relationship Associate

Trish Wellman

Insurance & Employee Benefits