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
Paraplanner
Nick Levinson
Co-Managing Member/
CFP®
Tom Levinson
Co-Managing Member
Amanda
McFarlandOperations Specialist
Samantha Ngooi
Financial Advisor/CFP®
Corenna
RoozeboomDirector of Marketing
& Education
Ana Zajczenko
Director of Client Service
In Memoriam
Victor Levinson
Co-Founder
In Memoriam
Melissa Mauro
Investment Advisor
Representative/CPA
& CFP®
In Memoriam
Larry Mandell
Investment Advisor
Representative
