Archives: Team Members
Leslie Portee
LeslieAnn Portee joins our team with over 17 years of experience in Financial Services. Leslie has previously held several client-facing roles within the LPL Financial...
Dan Minnis
Dan has served in various roles in the financial services industry for over ten years. He began his career as a financial advisor with Merrill...
Richard Dragotta
Since 2003, Rich has been a true pioneer in the independent financial advisor space. His founding of the Independent Network of Consultants & Advisors (INC...
Experience Integrated Wealth Management
Looking to take your legacy to the next level? Let us create a unique, sophisticated wealth management plan for you that includes tax planning, investment management, and risk management strategies.
