We’re a team of passionate financial experts with decades of experience in the banking industry. We also happen to love working with business owners. In fact, we see ourselves as advocates for businesses in the financial world. By walking hand-in-hand with our clients to offer strategic and thoughtful guidance, we not only help them reach financial goals, we create financially intelligent business owners. 

Depending on your needs and goals, there are numerous ways we can work together to achieve effective, practical, and measurable results. Our extensive list of services includes increasing cash flow, expanding commercial credit, mergers and acquisitions, sale of a business, family management of a business, vendor relations, general financial consulting, and more. 

We are the experts who can help you meet your financial goals so that you can spend your time focused on what’s most important: running your business. 


Banking

Coveted Financial Services

Joe Priola

Heather Mcdermott

Susie Farmer

Mike Hawley

Jenn Rosati

Brian Kummet

Blair Fuchs

John Nocera

Joe Schmidt

Leadership Team

Finance and Accounting Team

Marketing Team

Coveted Financial Services

Org chart

Teams

Leadership Team

Finance and Accounting Team

Marketing Team

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