Our Mission

The Alliance Center for Investor Education’s mission is to distill complex financial topics into clearly communicated ideas to help people make better decisions with their money. As an extension of our wealth management firm, we partner with families, business owners, and institutions to improve both communication and outcomes related to personal finance, investing, and strategic planning.

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Meet Our Team

Michael J. Cordaro, MBA

Vice President | Wealth Advisor

Christopher D. Ross, CFP® CEPA®

Managing Partner |
Wealth Advisor

Perry J. Rose, CFP®

Senior Vice President |
Wealth Advisor

Douglas F. Holcomb

Senior Vice President |
Wealth Advisor

Jude R. McDonough, CFP® AIF®

Senior Vice President |
Wealth Advisor

Kaley E. Kucharski

Senior Relationship Manager

Susan E. Walsh

Client Associate

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