Scott DeSantis
Chief Executive Officer
CFP® AEP®
The Civic Team
Our Core Values
What we expect of ourselves:
Civic Mindset
- Do the right thing
- Be thoughtful: two ears, one mouth
- Care for others
Relentlessly Reliable
- Trustworthy, responsive, and consistent
- Committed to excellence
Alignment
- Confidence through clarity
- Win together
- Trusted thought partners
Grant Parisi
President
CFA® AEP® RICP® CAP®
Nick Allsop
Partner & Chief Operating Officer
CFP®
Daniel Monaghan
Partner
CFP®
Hamilton Coiscou
Principal
Shannon Fadden
Director of Operations
CLU®
Jack Winston
Director of Investments
Abe Dekin
Director of Planning
Isabella Harrington
Director of Marketing
Our Designations
Expertise You Can Verify
Our designations represent thousands of hours of advanced study, rigorous examination, and ongoing continuing education.
A globally recognized designation regarded as one of the highest distinctions in investment management.
Held by: Grant Parisi
Bringing all the pieces of your financial life together is a challenging task. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.
Held by: Scott DeSantis, Nick Allsop, Dan Monaghan, Paddy Mangan
A graduate level specialization in estate planning obtained in addition to an existing professional credential.
Held by: Scott DeSantis, Grant Parisi
Enables advisors to collaborate effectively with clients on legacy planning across taxation, finance, fundraising, and strategic philanthropy.
Held by: Scott DeSantis, Grant Parisi
Expertise in financial planning for special needs individuals and their families.
Held by: Scott DeSantis, Grant Parisi
Advanced education in retirement income planning.
Held by: Scott DeSantis, Grant Parisi
Provides the strategic framework to build broadly diversified, tax-efficient portfolios customized to client needs.
Held by: Scott DeSantis, Grant Parisi
The most comprehensive financial planning education combining fundamentals with practical applications including behavioral finance and special needs planning.
Held by: Scott DeSantis, Grant Parisi
The insurance profession's oldest standard of excellence launched in 1927. Couples insurance knowledge with estate planning and personal financial planning.
Held by: Scott DeSantis, Grant Parisi, Shannon Fadden