Our Team

I am a second generation financial adviser and have been in the industry since 1996. Our goal is to always have the client, and only the client, in mind. I hold my Series 7, 63 and 65 along with my life, health and annuity licenses....

Liz has been an administrative assistant for many years and she always addresses the clients’ needs with a friendly voice and a very professional approach.

Louis is an administrative assistant and he always addresses the clients’ needs with a friendly voice and a very professional approach. Louis has his life, health and annuity license.