Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Business & Estate Planning Specialist
401 (k) Advisor
After receiving a Bachelor’s Degree from The University of Rhode Island, Mel Senesi entered the financial services arena and has been working in the industry ever since. Mel’s current practice is largely focused on...
Mr. Doran provides strategic financial planning and has access to a wide range of wealth management options to assist his clients in pursuing financial independence. He spends a lot of time getting to truly understand his clients and...
Mr. Marchetti offers financial planning and wealth management guidance and specializes in dynamic investment processes. He utilizes equities, preferred stocks, bonds, Exchange-Traded Funds, mutual funds, annuities, and alternative...
Director of Administration
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.