HARRISON MARINO - ASSOCIATE

I grew up in a chaotic, wonderful household as one of a set of triplets, with a younger sister who completed our family of six. With three birthdays landing just two days before Christmas, we became experts in stretching a holiday budget. Somehow, though, my siblings and I never went without — a quiet tribute to my parents’ work ethic, discipline, and the sacrifices they made behind the scenes.

Watching them taught me how powerful thoughtful financial decisions can be, and how they shape a family’s sense of security and possibility over time.

For me, financial planning isn’t just about balance sheets or projections; it’s more human than that. It’s about building real connections, listening carefully, and understanding what people truly value. Helping clients articulate their goals, move through uncertainty, and take deliberate steps toward the future they imagine — that’s what keeps me inspired in this profession.