Our Team

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is saving for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Anton “Tony” Pozdin, CEA, CFP®

Certified Financial Planner®

With over 25 years of experience as a Certified Financial Planner (CFP), I am deeply passionate about helping individuals and families navigate the complexities of financial planning. Throughout my career, I have honed my expertise in investment management, retirement planning, estate planning, and risk management strategies.

My approach is centered on building strong, trusting relationships with my clients, understanding their unique financial goals, and crafting personalized solutions to help them achieve long-term success. Over the years, I have witnessed firsthand the transformative power of strategic financial planning in enabling clients to realize their dreams and secure their financial futures.

Driven by a commitment to excellence and integrity, I am dedicated to staying abreast of the latest industry trends and best practices to ensure that my clients receive the highest level of service and expertise. As a trusted advisor, I take pride in guiding my clients through life’s financial journey with confidence and peace of mind.

Giovanni Loria, Dipl. B.A., RIS

Investment Funds Advisor – Investia Financial Services Inc.

Insurance Advisor

I entered into the financial services industry in 1999 and moved into management in 2001 until the beginning of 2015, when I decided to move into a more advisory role for clients.

My extensive experience has given me a well-rounded view of the industry and the knowledge to assist clients in achieving their goals.

With my strategic approach to client portfolios and attention to risk and diversification, I bring forward new ideas for clients that help in their long-term success. I relish the concept of implementing strategies for clients that create wealth and a legacy not only for my clients but for their families as well.

Utilizing these methods helps clients achieve their goals while building and protecting their wealth.

Christine Ronayne

Administrative Assistant

My involvement in the Financial Services Industry began in 1986.

Currently, as an Administrative Assistant, my role is focused primarily on client service and advisor support.

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