Michael C. Cozier
Financial Advisor|CFP®, ChFC®, RICP®
Get to know my dedicated team
Our team is committed to providing exceptional service to our clients. Our practice has experienced tremendous growth by working to understand our clients’ situations and building trustworthy relationships that will serve their needs over time. Over the course of last few years, I have been able to positively impact clients’ lives by relying not only on my own knowledge, but also on the expertise of a team of specialists.
Please call us to schedule an introductory consultation.

Keelin Gerard
Insurance Coordinator

Jeremy James Abig Jr.
Investment Operations Associate

Arianna Franchak
CFP®
Investment and Planning Associate

Gillian Renninger
Financial Planning Associate

Jane Schley
Insurance Operations Specialist

Jordan Sola
Technology Coordinator