Broker Check

Your Team

Expertise, Integrity & Professionalism

Christina Bennett

Christina M Bennett, CFP®

Director of Financial Planning & Wealth Manager Assistant

Iyla  Mitteco

Iyla Mitteco

Financial Planning Service Assistant

Maggie  Segarra

Maggie Segarra

Marketing Consultant

Strategic Partnerships

We believe that collaborative, proactive, and open communication with your team of financial professionals is critical to helping you pursue your financial goals and to coordinate your financial strategies.

We have a broad network of professional partnerships that spans multiple disciplines to help ensure you have access to the advice and guidance you require throughout the financial decision-making process. This network includes accounting, legal, mortgage & banking, trusts & estate, real estate, property & casualty insurance, and more.