Cody Dolly, CLU®
Partner
David Moskovitz, CLU®, ChFC®
Wealth Management Advisor
Elizabeth Torres
Financial Representative
Eric Bouskila
Financial Representative
Jake Miller
Financial Advisor
Jamie Kopelman
Financial Representative
Janet Henfield-Green
Financial Representative
Jared Stern
Financial Representative
Jonathan Carpenter, CPA
Financial Representative
Jordan Mimoun, Esq.
Business Development Director
Ligia Braun
Business Development Manager
Lorenzo Marini
Financial Representative
Marin Milan
Financial Representative
Marlene Windmiller
Financial Representative
Mary DeLucca
Vice President, Marketing
Max Nettesheim
Financial Advisor
Michael Korn, CLTC
Financial Advisor
Noal Goldfarb, MS, CFA®, RICP®
Wealth Management Advisor
Paul Adams
Registered Representative
Ron Gottfried, CLU®, ChFC®
Financial Representative
Ruby Sanchez
Administrative Assistant
Ryan Capozucca
Financial Representative
Veronica Chang, CLTC
Chief Operating Officer
William Badger
Financial Representative