

Wealth Strategist
- Investment strategy and asset allocation
- Financial planning
- Trust & Estate planning
Sandeep Varma
Wealth Strategist

Operations Manager
- Client relationships
- Financial Advisor
- Account Updates
Nisha Varma
Operations Manager

Wealth Strategist
- Medicare Planning
- Financial Planning
- Trust & Estate planning
Steve Musser
Wealth Strategist

Wealth Strategist
- Investment Strategy and asset allocation
- Financial planning
- Trust & Estate planning
Phylip Simmons
Wealth Strategist

Dr. David Fogel
Director of Research

Business Operations Manager
- Client Relations
- Operations
- Account servicing
Dana Losbog
Business operations manager

Client Services Manager
- Account Servicing
- Client Relationships
Wendy Quijas
Client Services Manager

Client Relations Coordinator
- Account Servicing
- Client Relationships
Jonathan Valle
Client Relations Coordinator

Client Services Coordinator
- Account Servicing
- Client Relationships
- Marketing
Isabella Smith
Client Services Coordinator

Client Services Coordinator
- Account Servicing
- Client Relationships
Jacob Ellghalab
Client Services Coordinator

Director of First Impressions
- Account Servicing
- Client Relationships
Rosanne Lashgari
Director of First Impressions
Read Our Perspectives

July 25, 2024
Quarterly Economic Update First Quarter 2024
The first quarter of 2024 continued to reward investors who stayed…
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July 15, 2024
Quarterly Economic Update Fourth Quarter 2023
2023 is in the books and the last quarter left investors…
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October 10, 2023
Everything You Need to Know About Life Insurance Coverage
Life insurance remains an enigma for many consumers. But the need…
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July 25, 2024
Common Investing Mistakes to Avoid
Whether someone has $50,000 or $5,000,000 to invest, there are several…
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