President, CFO and CCO
Senior VP and Financial Advisor
VP and Financial Advisor
The above representatives are also registered Investment Advisory Representatives which means that in addition to their professional services as brokers, each is also registered with the Firm’s investment advisory business where they manage client portfolios.
First VP Investments
Client Service & Team Support
Senior Wealth Management Associate
Junior Wealth Management Associate
Director of Finance and Operations
Administration and Client Service
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.