Our People

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

Nick Levinson

Member/CFP®

Tom Levinson

Member

Amanda
McFarland

Operations Specialist

Samantha Ngooi

Associate Advisor

Corenna
Roozeboom

Marketing & Education
Specialist

Ana Zajczenko

Director of Client Service

Victor Levinson

Co-Founder

Melissa Mauro

Investment Advisor
Representative/CPA
& CFP®

Larry Mandell

Investment Advisor
Representative