Our Team

Bryan Mazza has been in the financial planning and investment management business since 1990. He is the lead advisor in the firm responsible for developing the custom goals-based financial plans, investment strategy and portfolio...

Lily joined the firm in 2013 and serves as our official greeter. She comes to the office every day with an unmatched level of enthusiasm…to meet all that walk thru our doors, for periodic snacks and frequent naps.

Pete Mazza spent more than 40 years in banking, insurance, and investment management prior to retiring from MFG in 2006. Before co-founding the firm in 1998, he worked for University Equities Corporation, Pacific Northwest Financial...