Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Dean Anatra, CPA
Private Wealth Advisor, Investment Advisor Representative
David L. Cowan
Private Wealth Advisor, Investment Advisor Representative
Morgan Marx, CFP®
Private Wealth Advisor, Investment Advisor Representative
William Joseph McCloskey Sr.
Private Wealth Advisor, Investment Advisor Representative
Bryan J. Ricci, CFP®, CPA
Private Wealth Advisor, Investment Advisor Representative
Daphne Roberson
Investment Advisor Representative / Private Wealth Advisor
Michael Schellinger
Private Wealth Advisor, Investment Advisor Representative
Dr. Sabrina A. Scott
Private Wealth Advisor, Investment Advisor Representative
Bianca Noiseux
Investment Advisor Representative , Private Wealth Advisor
Mindy Gallina
Investment Advisor Representative
Steven Minninger, Jr., MBA, CFP®
Managing Director of Admiralty Private Client Group, a division of William Joseph Capital Management, Private Wealth Advisor, Investment Advisor Representative
Walter Costenbader
Chief Compliance Officer
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.