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 vocalist with many industry credits as well.  Annmarie is a collaborator in "Independent Musicians, Career and Money Management: Music, Artistry and Money" presentation.

Her professional vocal experience includes singing on major motion picture soundtracks, albums by Linkin Park and Avenged Sevenfold, Yellowcard, and TV appearances on shows including King of Queens. With a dual background and interest in music and business/finance, she was originally an opera performance major on scholarship at Boston University. She currently is majoring in marketing and public relations at BU, and is working to become a Registered Investment Advisor Representative.

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.