Alan Brachfeld
CPA, CFP®, PFS, AIF®
Partner
Richard Kass
CFP®, AIF®
Partner
Michael Kessler
CFP®, AIF®
Partner
Jacob Miller
Senior Vice President
Nancy Curtin
CFP®, CLTC®
Senior Wealth Advisor
Jeffrey Feinstein
Principal
Jordan Cohen
CFP®, CPFA®
Financial Advisor