-
Richard Backer
Investment Advisor
Representative/CPA
-
Kathryn Baranoski
Client Service Associate
-
George Gotthold
Investment Advisor
Representative/CPA
& CFP®
-
Stuart Greenberg
Investment Advisor
Representative/CPA
-
Leslie Kahlenberg
Client Service Specialist
-
Nate Levinson
Associate Advisor/CFP®
-
Nick Levinson
Co-Managing Member/
CFP®
-
Tom Levinson
Co-Managing Member
-
Amanda
McFarlandOperations Specialist
-
Samantha Ngooi
Financial Advisor/CFP®
-
Heather Parcel
Client Service Associate
-
Corenna
RoozeboomDirector of Marketing
& Education
-
Ana Zajczenko
Director of Client Service
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In Memoriam
Victor Levinson
Co-Founder
-
In Memoriam
Melissa Mauro
Investment Advisor
Representative/CPA
& CFP®
-
In Memoriam
Larry Mandell
Investment Advisor
Representative