Our Partners
A distinguished group of seasoned and successful independent financial advisory firms founded with the vision of leveraging their collective strengths to improve efficiency, foster stronger connections, and facilitate continuous learning.
President
With over 20 years in the financial services industry Vito Catricala has helped hundreds of Financial Advisors achieve more. By bringing the confidence to what entrepreneurs worry about most, he uses experience and business acumen to deliver creative solutions that help lead our partner firms to continued success.
Fractional CFO
With over 20 years of experience in the finance industry, Naomi Shumka has navigated the dynamic roles of accountant, controller, and CFO across organizations of all sizes. From managing the books to strategizing on big-picture financial decisions, she’s worn many hats. She has experience streamlining processes, maximizing profits, decoding the mysteries of balance sheets and loves making numbers tell a story.
Operations Analyst
Naomi Klassen, CFP, is an Operations Analyst with over 12 years of experience in administrative and office management roles, specializing in organization, process improvement, and operational efficiency. With a Bachelor of Mathematics and a background in financial administration, she combines analytical thinking with a practical, detail-oriented approach