Professional Strategy Team

Steven Weinman President Read More
David Porro Director of Insurance Read More
Noreen Brown Chief Wealth Strategist Read More
Brandon Smith Director of Integrated Planning Group Read More
James Rabasca J.D. Senior Tax Specialist Read More
Frank Bardales Financial Planner Read More
Eric Jiminez Financial Planner Read More
Steven Melnick Associate Director Investment Management Read More
Craig Amico Associate Director Investment Management Read More