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Our Team
  • Sanjay K. Pawar CFA, CFP®, MBA

    President & CEO
  • Joan L. Parker, EA, CFP®

    Financial Advisor
  • James D. Harrington CFA, MBA

    Financial Advisor
  • David Ritrovato CFP®, MBA

    Financial Advisor
  • Xing (Adam) Wang, MBA

    Financial Advisor
  • Brittany Simmons

    Client Service Specialist
  • Nora H. Pawar

    Client Service Specialist
  • Joan Hylinski

    Client Service Specialist

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