Our Team

As Partner of the firm, Sam brings his public accounting and wealth management background to help clients simplify and secure their financial lives. A longtime Certified Public Accountant (CPA), he has spent his career working...

With 34 years of industry experience, Jim Grogan has dedicated his career to providing clients with a hands-on and educational approach to financial and retirement planning. By working as a team, they are able to create, implement, and...

A graduate of North Carolina-Wilmington’s Cameron School of Business, Erica has worked in financial services since 1999. She has fulfilled a number of key roles in the industry including financial advisor, registered sales...

Steve began his career in 1984 as an agent with Equitable Life Insurance and Registered Representative of Equico Securities in New York. With an approach designed to cultivate sound financial planning, his career at Equitable,...