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

Jeff Kamien, CPA®

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Jayce Wallace

Jayce Wallace, CFP®, AIF®

financial planner

Dustin Emerling

Dustin Emerling, CFP®

Financial Planner

Timothy Reed

Timothy Reed, ChFC

chartered financial consultant

David Lefebre

David Lefebre, AIF®

Financial Advisor

Michael Kaminska

Michael Kaminska

Financial Advisor

Scott Uebelhoer

Scott Uebelhoer

financial advisor

Richard Bisesi

Richard Bisesi, CLU®

Financial Advisor

Tom Ervolina

Tom Ervolina, CFP®

financial planner

Jon Zach

Jon Zach, CPA®, CFP®

financial planner

Chrstina Neri

Chrstina Neri

firm administrator

Kelly Platt

Kelly Platt

Service and Operations Manager

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