OUR TEAM

We work with clients on an individual basis to evaluate their needs and goals, both short and long term, to help secure their financial future. Through a comprehensive assessment of risk tolerance, time horizon, and financial goals, we'll design an individually tailored solution that works best for you.

With over 30 years of experience in the music business, I have made a successful living as a guitarist, composer and arranger. I've worked on a variety of projects, from motion picture soundtracks to GRAMMY Award-winning songs. Prior to becoming one of the guitarists on “The Tonight Show” band in the latter stages of the Johnny Carson era, I toured with the Maynard Ferguson Band.  My music composing credits include the Fox comedy series “In Living Color,” “The Wayans Brothers” for Warner Brothers, and “Not Necessarily the News.”

Annmarie Rizzo is an accomplished businesswoman in the world of finance and fintech, with a track record of notable achievements. With experience at Goldman Sachs and as a product lead for the development of the Apple Credit Card rewards, Annmarie has established herself as a respected professional in the financial industry. Her strategic insights and leadership have contributed significantly to her success and reputation as a top-tier financial professional.

In addition to her financial experience, Annmarie is also an accomplished vocalist with many industry credits. Throughout her upbringing, Annmarie sang on major motion picture soundtracks, albums by Linkin Park and Avenged Sevenfold, Yellowcard, and appeared in TV shows and movies such as King of Queens, Enchanted, and Valentine’s Day.

Annmarie's diverse expertise and dedication make her a valuable asset as a business advisor to our firm.

Bill is a marketing resource to the Registered Investment Advisor (RIA) community and serves an marketing consultant to Plectrum Advisers. He is experienced in developing marketing strategy, tactical execution, and return on investment analysis. Bill has supported the marketing of firms including ByAllAccounts, MarketCounsel, Morningstar, and TD Ameritrade Institutional.