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

Glen Sher
Managing Director - Investment Officer- 35 Years of Investment Experience
- Securities Registrations - Series 7, 63, 65 and Life Insurance
- Chartered Retirement Planning Counselor,CRPC®
- Accredited Asset Management Specialist AAMS®
- PIM- Portfolio Manager
- Previously Employed - Morgan Stanley, Advest Inc. , Paine Webber

Michael Jeshiva
Vice President - Investment Officer- 40 Years Investment Experience
- Securities Registrations - Series 7, 63, 65, 9, 10, and Life Insurance License
- Chartered Retirement Planning Counselor,CRPC®
- Previously Employed - Morgan Stanley, Tradition N.A, GarvinGuyButler, Merrill Lynch.
CA Insurance License Number: 0C57524. Resident State NY