Our executive team averages 25 years of experience. We promote a planning-based ethos and the dynamic exchange of ideas and best practices to help advisors and clients achieve new heights.
Jenna BloomgardenDirector of Marketing and Advisor DevelopmentRead More
David Porro, CLU®, ChFC®Director of InsuranceRead More
Noreen Brown, CFADeputy Chief Investment OfficerRead More
Brandon Smith, J.D.Director of Integrated Planning GroupRead More
Tara PizzutilloSenior Director of OperationsRead More
Our Commitment to Diversity and Inclusion
The Company and its leadership are actively committed to creating and fostering a culture of diversity, equity, and inclusion throughout the organization. We recognize the strategic advantages of our employees’ individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities, and talent. In addition, by cultivating an environment that is welcoming of people of different backgrounds, interests, and identities, we hope to build a reputation for leadership in this area and strengthen our professional relationships with clients and business partners throughout the industry.
The Company defines our “diversity” by, among other things, the differences in our employees’ race, color, ethnicity, national origin, gender identity or expression, sexual orientation, family or marital status, language, physical and mental ability, political affiliation, religion, socio-economic status, age, and other characteristics that make our employees unique.
