About Our Team
We believe our clients benefit from a team-based service model where advisors and dedicated support professionals work together to provide coordinated guidance, responsive service, and a consistently high level of professionalism.
Hal M. Finberg
Managing Director - Investment Officer
PIM Portfolio Manager
Mark Latawiec, CRPC
Managing Director - Investment Officer
Senior PIM Portfolio Manager
Rosemary Luera Guillotte, CFP
Vice President - Investment Officer
Senior Fundamental Choice Portfolio Manager
George S. Eckhardt
Senior Vice President - Investment Officer
PIM Portfolio Manager