TEAM

Jay McDowell, MBA, CExPadmin2024-08-14T00:52:38+00:00

Jay McDowell, MBA, CExP

Exit Planning & Business Coaching

Charles J. McLucas, Jr., CPA, PFS, CKAadmin2024-08-14T00:51:45+00:00

Charles J. McLucas, Jr., CPA, PFS, CKA

Director of Legacy Planning

Nina Grace Santosadmin2024-06-21T08:09:58+00:00

Nina Grace Santos

Executive Assistant

Dina Atkinsonadmin2024-05-01T02:19:49+00:00

Dina Atkinson

Principal

Douglas Woodsadmin2023-03-13T20:39:25+00:00

Douglas Woods

Wealth Manager

Valerie Smithadmin2023-04-18T05:16:39+00:00

Valerie Smith

Client Relationship Manager

Laura Bellaadmin2022-09-28T01:21:47+00:00

Laura Bella

President & CEO

Joseph B. Oryihadmin2021-05-30T22:57:09+00:00

Joseph B. Oryih

Director of Investments

Keith Woodsadmin2021-09-29T08:45:28+00:00

Keith Woods

Wealth Manager

Douglas Atebataadmin2022-06-14T19:47:59+00:00

Douglas Atebata

Wealth Manager

Thomas Ratiganadmin2022-08-31T19:11:49+00:00

Thomas Ratigan

Wealth Manager

P. Sean Vazquezadmin2022-08-17T22:31:24+00:00

P. Sean Vazquez

Wealth Manager

Martha Sanchezadmin2023-12-07T21:01:04+00:00

Martha Sanchez

Wealth Manager

Irving Katz, MSFS, CHFC, CLU, REBCadmin2024-08-14T01:00:00+00:00

Irving Katz, MSFS, CHFC, CLU, REBC

Succession Planning

Sandra E. Lopezadmin2023-10-25T00:59:20+00:00

Sandra E. Lopez

Wealth Manager