-
Richard Backer
Investment Advisor
Representative/CPA
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Kathryn Baranoski
Client Service Associate
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George Gotthold
Investment Advisor
Representative/CPA
& CFP®
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Stuart Greenberg
Investment Advisor
Representative/CPA
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Leslie Kahlenberg
Client Service Specialist
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Nick Levinson
Member/CFP®
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Corenna
RoozeboomDirector of Marketing
& Education
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Ana Zajczenko
Director of Client Service
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Victor Levinson
Co-Founder
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Melissa Mauro
Investment Advisor
Representative/CPA
& CFP®
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Larry Mandell
Investment Advisor
Representative