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About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Jason Siegel
Senior Financial AdvisorPIM Portfolio Manager
Zachary Herring, CFP, ChFC
Senior Financial AdvisorFred Rodriquez
Senior Financial AdvisorDenise Morgantini
Senior Registered Client AssociateGary Ben-Ezra, CFA
Senior Financial AdvisorPIM Portfolio Manager
Ryan Peek
Senior Financial AdvisorPIM Portfolio Manager
Anthony Kaplan
Senior Financial AdvisorPIM Portfolio Manager
Why Invest With Us
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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.