• Investment Team

The investment team monitors the financial markets daily and continually rebalances investment portfolios to account for market trends. Your individual account is personalized to remain consistent with your objectives.

Chief Investment Officer



Joseph J. Vizzini, CFP™, CPA

Joe has been managing client assets for more than 30 years and has oversight of over $300 million in assets.

 

 

 



 


Senior Portfolio Managers


 

Nancy K. Rinker

Nancy has more than 20 years experience in financial services. She and her team actively manage the personalized portfolios of more than 1000 families and institutions.


 


 


 


Porter Landreth, CLU, ChFC, CFS

With more than 30 years experience, Porter is a Chartered Financial Consultant and Certified Fund Specialist. He specializes in securities analysis and selection.