Robert Votruba, CFS, MBA, Ph.D.
Partner, Wealth Management
Managing Director
Robert DePalo, JD, CExP, AEP
Director of Business Planning
Dean Rothman, AAMS
Director of Wealth Management
Wealth Management Advisor
Anthony DeLuca
Financial Advisor
Full Time Agent
Financial Specialist & Long Term Care Specialist
Financial Representative
Brokerage Manager
James Roche, WMCP®, RICP®, ChFC®, CFP®
Financial Specialist
Director of Brokerage, Disability Insurance Specialist
Sr. Underwriting
Long Term Care Specialist
Financial Professional
Paul Barone
Vice President, Marketing
Noal Goldfarb, MS, CFA®, RICP®
Peter Harjes, CFP®
David Moskovitz, CLU®, ChFC®
Business Development Manager
Marketing Coordinator
Registered Representative
Ron Gottfried, CLU®, ChFC®
Senior Financial Strategist
Executive Assistant, Director of Operations
Michael Fraiman
Sr. Managing Director
Managing Partner
Business Development Manager, Financial Advisor
Operations Manager