Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Wealth Management Advisor Edward J. Koznarek Jr.

Edward J. Koznarek Jr.

CLU®, CFP®

Wealth Management Advisor

Photo of Private Wealth Advisor and Founder, Partner Alap Balkrishna Patel

Alap Balkrishna Patel

CFA®, CFP®

Private Wealth Advisor and Founder, Partner

Photo of Associate Financial Representative Nicoletta Cocoski

Nicoletta Cocoski

Associate Financial Representative

Photo of Associate Wealth Management Advisor Lanita A. Harris

Lanita A. Harris

MBA

Associate Wealth Management Advisor