We Benefit from Individual and Collective Experience.

Each member of our team has specialized expertise. This allows us to execute on all aspects of your financial plan, easing you of the burden of having to assemble multiple professionals.


Alexandra Levi, AIF®, Managing Partner
JoanAnn Natola, AIF®, Managing Partner
Rick Davidman, Senior Vice President
Ana Maria Ortiz, Director of Client Services
Kaitlin Nicholis, Financial Planning Assistant

Suzanne Bergin, Communications Director


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This communication strictly intended for individuals residing in the states of CA,CO,CT,DC,FL,GA,IN,MA,MD,NJ,NY,OH,OR,PA,PR,TN,TX,VA,VT,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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