Fiduciary
MRA Advisory Group
The firm behind BRI Investing.
BRI Investing is a service of MRA Advisory Group. Since 2012, MRA has helped clients meet today’s financial challenges and plan for their future with confidence.
Our Mission
Help clients solve today’s financial challenges and plan for their future with confidence.
Financial decisions rarely arrive one at a time. MRA brings planning, investing, tax, insurance and business conversations together, with experienced people helping clients see what matters next.
Experienced
Specialists who stay close.
Most MRA wealth advisors bring more than two decades of financial-services experience to their work.Systems Driven
Modern tools. Better service.
Financial technology helps keep information, conversations and decisions connected.Independent
Advice with room to think.
As an independent Registered Investment Advisory firm, MRA is built to keep the full financial picture in view.The MRA Team
Specialists working in concert.
Experienced advisors and dedicated support staff, connected around the people and decisions that matter most.

Marco Lima, CFP®
CEO, Wealth Advisor
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Adam C. Anderson, CFP®
Director of Alternative Investments
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Alison Cogan, CPA
Director of Tax Services
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Paul S. Plemenos
Director of Wealth Management
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Beth P. Wahlig
Director of Socially Responsible Investing
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Ty Pitman
Director of Insurance Solutions
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Dalton Chandler, MBA, APMA
Wealth Advisor
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Jonathan Brito
International Wealth Advisor
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Joseph Verile, CFP®, CRPC®
Director of Operations, Wealth Advisor
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Carol Kupetz
Director of Client Services
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Jolaine Richmond
Client Experience Coordinator
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Fernanda Thompson-Lima
International Business Manager
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Fabricio Alvarenga
Operations Assistant

Nicholas Thompson
Operations Assistant

Sasha DeBrito
Operations Assistant
