David Moskovitz, CLU®, ChFC®
Wealth Management Advisor
Brian Sykes, CFP®, ChFC®, ChSNC®, CEXP®
Managing Director
Chief Financial Officer
Registered Representative
Financial Specialist
Timothy Lederer, MBA
Financial Representative
Financial Advisor
Client Services Coordinator
Cédric S. Sage
Alexandre Quantin, MBA, RICP®
Financial Professional
Client Relations Manager
Advanced Case Specialist
Patricia Picardi, CLU®, ChFC®, RICP®
Jeff Melchior, CPA*