OUR TEAM
Expertise, experience and a passion to create a secure financial future for you and your family.
PROFESSIONAL TEAM

Tony Catt
DIRECTOR

Dylan Evans
FINANCIAL ADVISER

Mark Foulis
FINANCIAL ADVISER

Dale Martens
FINANCIAL ADVISER

Kosta Petrovic
FINANCIAL ADVISER

Christina Tran
FINANCIAL ADVISER

Evan Nakopoulos
JUNIOR PARAPLANNER

Sam Crugnale
JUNIOR PARAPLANNER
PORTFOLIO SERVICES

Tim Haselum
PORTFOLIO MANAGER
CLIENT AND ADMINISTRATION SERVICES

Theresa Soroka
CLIENT SERVICES MANAGER

Liliya Sterns
CLIENT SERVICES ADMINISTRATOR

Amanda Smith
CLIENT SERVICES ADMINISTRATOR

Jessica Falcione
CLIENT SERVICES ADMINISTRATOR