Advisors in Windsor


Kaela McLellan


Kaela is busy serving people just like you. Please come back soon to learn more about Kaela.

Sean Santoro


Everyone deserves an advisor with competence, integrity, high ethics, and professional standards, all while being passionate about the work that they do.

These are all qualities that I strive to possess. Since 2010, I’ve has been helping individuals, and families to achieve their financial and life goals. A specialist in Insurance, Investment Planning, and Tax Savings strategies, I’m always excited to share new thoughts and ideas! I take pride in providing Financial Solutions and advice to anyone; wealthy and well established, or just starting out in their financial journey. My core principle continues to be serving everyone with honesty, integrity, and a desire to improve the lives of those around me. I believe the practice of Financial Services is not just about numbers and financial knowledge, but also building a foundation of trust and long lasting relationships, along the way.

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