Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

At our firm, we have the client—and only the client—in mind.

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.

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.

Scott M. Frayler


(631) 617-6811 x121


Scott Frayler has been a financial advisor since 2001. After being in the industry for close to 20 years, Scott was looking for a new challenge. He decided it was time to create a firm dedicated to the client experience.

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Jeffrey B. Greco


(631) 617-5710


Jeffrey B. Greco has over 30 years of experience in the field of financial planning, wealth management, insurance and retirement planning.  He began his career as an independent insurance agent and stock broker. 

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Sean T. Carey

Vice President

(631) 617-6811 x123


Sean Carey received his B.S. in Business Management with a concentration in Finance from the Rensselaer Polytechnic Institute Lally School of Management. Sean began his financial consulting career at the “Big Four”...

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Courtney Griffith

Director of Operations

(631) 617-6811 x122


Courtney graduated from Dowling College with a B.A. in English. An underlying interest in business operations is what inspired to start her career as a sales executive and call center manager.

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on 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.