
financial planner
Tom Ervolina, CFP®

Tom Ervolina is a dedicated financial professional with a passion for helping individuals secure their financial future. Holding a B.A. in Business Management from Houghton College, Tom combines his academic foundation with extensive credentials, including a Life, Accident, and Health Insurance License, Series 7 and Series 66 registrations, and he earned a certification as a Certified Financial Planner (CFP®) in 2010.
Tom specializes in tax preparation, financial planning, and investment services. His personalized approach ensures tailored strategies that align with each client’s unique goals, paving the way for a confident and secure retirement.
The Team

Jeff Kamien, CPA®
Financial Advisor

Jayce Wallace, CFP®, AIF®
financial planner

Dustin Emerling, CFP®
Financial Planner

Timothy Reed, ChFC
chartered financial consultant

David Lefebre, AIF®
Financial Advisor

Michael Kaminska
Financial Advisor

Scott Uebelhoer
financial advisor

Richard Bisesi, CLU®
Financial Advisor

Tom Ervolina, CFP®
financial planner

Jon Zach, CPA®, CFP®
financial planner

Chrstina Neri
firm administrator

Kelly Platt
Service and Operations Manager