Broker Check

Team

The resources of a large firm, with the personal attention of a small practice.

Amber  Kodad

Amber Kodad, MBA, CFP®

Director, Advisor Resource Center

Alisa Foster

Alisa Foster

Paraplanner

Jim  Worden

Jim Worden, CFA®, CMT®, CAIA®

Chief Investment Officer

Brian  Foley

Brian Foley, CFP ®

Trading & Research Assistant

William Tangog

William Tangog

Research Associate and Trading Assistant

Raymond  Bell

Raymond Bell

Advanced Insurance Consultant

Laura Rehberger

Laura Rehberger

Office Administrator

Lisa Mitrovich

Lisa Mitrovich

VP, Operations