-
Richard Backer
Investment Advisor
Representative/CPA
-
Melissa Mauro
Investment Advisor
Representative/CPA
& CFP®
-
George Gotthold
Investment Advisor
Representative/CPA
& CFP®
-
Stuart Greenberg
Investment Advisor
Representative/CPA
-
Dora Coehoorn
Director of Client Service/
CFP®
-
Samantha Ngooi
Marketing & Technology
Manager
-
Ana Zajczenko
Client Service Specialist
-
Corenna Roozeboom
Operations Specialist
-
Larry Mandell
Investment Advisor
Representative