Professional Strategy Team

Steven Weinman, CPA President, Director of Investments Read More
David Porro, CLU®, ChFC® Director of Insurance Read More
Noreen Brown, CFA Co-Chief Investment Officer Read More
Brandon Smith, J.D. Director of Integrated Planning Group Read More
James Rabasca J.D. Senior Tax Specialist Read More
Steven Melnick, CFA Director of Investment Management Read More
Frank Bardales Financial Planner Read More