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Our Team

Mark Avallone, MBA, CRPS®, CFP®

President

Mark has been helping executives, professionals, entrepreneurs and families work towards achieving financial success for over twenty five years. Mark began his career in corporate banking and real estate finance. On this foundation he...

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John D. Orem, CFP®

Previous Experience Includes: Vice President, SunTrust Private Client Services Comprehensive Wealth Management, focus on legal practices and not-for-profit organizations Senior Trust...

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Courtney Taylor

Wealth Management Specialist

Courtney earned the Wealth Management Specialist (WMS) designation.  She helps our clients with various aspects of their financial planning and she also works closely with our 401(k) and other retirement plan clients navigate...

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