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

Nathan Abraham

Nathan Abraham

Wealth Advisor Assistant

Amber  Kodad

Amber Kodad, MBA, CFP®

Director, Advisor Resource Center

Matthew  Pierce

Matthew Pierce, CFA

VP, Trading and Research

Brian  Foley

Brian Foley, CFP ®

Trading & Research Assistant

Lisa Dashnaw

Lisa Dashnaw

Operations Manager

Rafael  Melendez

Rafael Melendez, CFP ®

Financial Planning Coordinator

Raymond  Bell

Raymond Bell

Advanced Insurance Consultant