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Our clients

Like every path, your financial goals are unique. We nurture solutions that grow with you.

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Pre-Retirees

Shape your ideal retirement with a plan that flows with your dreams.

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Business Owners

Nurture your potential with a strategy that supports your growth and future.

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Entrepreneurs

Foster your business growth and navigate the financial terrain with steady guidance.

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High-net Worth Families

Secure your family’s future with thoughtful planning and guidance.

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Next-gen builders

Cultivate a strong financial foundation for the future you envision.

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Professional athletes

Protect your achievements and transition into a prosperous new phase.

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Meet the Team

David Mozeika

FOUNDER & PARTNER

Jeremy D. Suarez

MANAGING PARTNER

Michael Canarick

Partner

Matthew J. Santarsiero

WEALTH ADVISOR

Andrew Renz

Chief Investment officer

David Sutton

Sr. Insurance Specialist & Planning Associate

Giovanna Butera

Client Planning Coordinator

Dana Vinci

Financial Services Coordinator

Chasity Boniface

Operations Director

Amy Papa

Estate Attorney

Katie Elasmar

ParaLegal

David Barr

Client Planning Coordinator

Dipen Mehta

Compliance Officer

Josh Hauser

EOS® implementer

Scott Dunn

financial strategist

Built for where you're going, not where you've been.

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