Our Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. 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. We feel a commitment to our community.
Anthony "Tony" Engrassia, ChFC®, LUTCF®, CFF
252-451-0487
Tony is a Chartered Financial Consultant® (ChFC®), became a Certified Financial Fiduciary® (CFF), and is a Life Underwriter Training Council Fellow® (LUTCF®). Specializing in retirement and income distribution...
Marie M. Engrassia
Director of Agency Operations
252-451-0487
Anthony J. Engrassia, NSSA
Holistic Planner
252-451-0487
Zachary Leonard, NSSA
Financial Planner
252-451-0487
Jessica Engrassia
Marketing Coordinator
252-451-0487