About Us
Hal M. Finberg
Managing Director - Investment OfficerPIM Portfolio Manager
Mark Latawiec, CRPC
Managing Director - Investment OfficerSenior PIM Portfolio Manager
Rosemary Luera Guillotte, CFP
Vice President - Investment OfficerSenior Fundamental Choice Portfolio Manager
George S. Eckhardt
Senior Vice President - Investment OfficerPIM Portfolio Manager
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.