Our Team


John Suszynski III, RICP®

Founder and President  

John Suszynski has helped hundreds of families navigate their financial lives. He believes that a good financial plan serves as a road map showing us exactly how the choices we make today will affect our future.



Nicholas J. DeBlase

Vice President

Nick DeBlase works closely with his clients to carefully understand their personal objectives and develop personalized strategies to help navigate their finances. He believes that the strength lies in a solution-based planning approach for each stage of life.