Timothy Geremia is a CFP® and CFA® charterholder with four years of industry experience. He has been with Invest Track Financial, LLC since 2022 and previously worked at Coastline Trust Company for 17 years. Invest Track Financial is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a blend of passive and active strategies based on modern portfolio theory, typically favors long-term holdings, and offers tailored incorporation of ESG funds and alternative investments upon client request.

Alexandra Geremia is a CFP® and CFA® certified financial advisor with four years of industry experience. She is currently with Invest Track Financial, LLC, where she has worked since 2022. Prior to that, she spent six years at Coastline Trust Company. Invest Track Financial is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm emphasizes asset allocation based on modern portfolio theory, combining passive and active strategies and offering long-term holdings with tactical flexibility.