We are a team of dedicated in-house professionals with decades of knowledge, experience and skills committed to helping advisors and clients optimize results together.
Professional Strategy Team
Steven Weinman, CPAPresident, Director of InvestmentsRead 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
