Our Team

  • Stephen A. Serati, BFA

    President and Partner

  • Lee Neumann, CFP


  • Tony G. Arnold

    Investment Advisor

  • Rabona Frye

    Investment Advisor and Certified Financial Planner (CFP)

  • Robert Kulikowski

    Insurance Specialist

  • Billie Austin

    Director of Client Services

  • Samantha Whitten

    Client Liaison and Marketing Coordinator

  • Alex King

    Operations Specialist

  • Catherine Serati

    Controller and Office Manager