BUILT TO LAST
Most advisors say they’re “here for the long haul,” but our entire business model was designed to deliver on it. From the beginning, our goal has always been to establish a multigenerational team so our clients have someone to support them in every stage of life. We work together to serve our clients, and have specific strategies in place to bridge the gap between the people we currently serve and future generations of their families.
Meet your Partners

John E Kozakis CLU®, ChFC®, CFP®, CASL®, RICP®
Founder, Partner and Private Wealth Advisor

Joseph Burdi CLU®, ChFC®, CFP®
Founder, Partner and Private Wealth Advisor

Eric Marion CFP®, CLU®, ChFC®, RICP®
Partner and Private Wealth Advisor

Cassandra Kozakis Stahl ChFC®, CFP®
Partner and Private Wealth Advisor
Meet your Service Team






