THE TEAM
The partners merged their deep experience, innovative approaches, and strategic thinking to transform traditional finance. Their blend of industry knowledge, tech-savvy ideas, and foresight led to a firm that redefines financial norms, offering outstanding experiences and staying ahead in the industry.
Ron A. Pac
CFP®, AEP®, ChFC®, RICP®
Managing Partner
RICP® Designation conferred by The American College of Financial Professionals
The team that makes it possible.
Leadership Team
Wealth Management Team
James Salerno
CFP®, ChFC®, RICP®, AIF®, CDFA®, RSSA®
Senior Wealth Advisor
RICP® Designation conferred by The American College of Financial Professionals

Besart Beluli
Relationship Manager

Ashley Croft-Moore
Relationship Manager
Tax and Planning Team

Theresa Bockiaro
EA
Senior Tax Advisor

Vandana Khanna
Tax Advisor