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ABOUT

 We understand our client’s needs, and diligently work to provide our clients a custom portfolio. While assisting families to grow and protect their personal and financial assets, we maintain our integrity, loyalty, trust, and commitments to our clients. No matter what your level of involvement, we will always treat you like one of the family.

 

Using our 3G process we will build you an all encompassing custom financial package that will give you the confidence you need to transition into the work optional phase of your life. If your plan is not completely written out on paper your retirement is based on hopes and dreams!

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1st Cannon Financial is your go to Independent firm specializing in You!​​

Our Investment Team

Our leadership team has made 1st Cannon Financial an industry leading Independent Advisory Firm by putting the needs of our clients first.

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Dean Zayed

Investment Team Lead

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Mark DiOrio, CFA

Portfolio Team Lead

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Dan Amad

Presentations & Coach​ing

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Jim Files 

Presentations & Coaching

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Jeff Brigdon

Annuity Team Lead

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Bryan Mcgee

Life Team Lead

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Dina Mastel,MBA,RICP®

Sales Development Lead

Robert H DiCristofaro

Robert H DiCristofaro

Lead Financial Advisor

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment

advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and 1st Cannon Financial

are independent of each other. Insurance products and services are not offered through BWA but are offered

and sold through individually licensed and appointed agents.

 

Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.

 

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

 

The notes involve risks not associated with an investment in ordinary debt securities. The securities are not bank deposits and are not insured by the Federal Deposit Insurance Corporation or any other governmental agency, nor are they obligations of, or guaranteed by, a bank. The securities will not be listed on any securities exchange and secondary trading may be limited. Therefore, there may be little or no secondary market for the securities. Accordingly, you should be willing to hold your securities to maturity. The securities are subject to the credit risk of the Issuing Bank, and any actual or anticipated changes to its credit ratings or credit spreads may adversely affect the market value of the securities.

© 2018 1st Cannon Financial

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