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Richard Feldman Richard Feldman
Managing Partner/Senior Financial Advisor
CFP®, MBA
Frank Armstrong Frank Armstrong
CEO/Founder
CFP®, AIFA®
Jason Whitby Jason Whitby
Senior Financial Advisor
MBA, CFA®, CFP®
Robert J. Gordon Robert J. Gordon
Senior Financial Advisor
MBA, CFP®, CPPT®, CRPS®
John J. Pitlosh John J. Pitlosh
Financial Advisor
CFP®, MST, CPWA®, CIMA®
Brett Fingerhut Brett Fingerhut
Financial Advisor
MBA, CFP®
Louis L. Feldman Louis L. Feldman
Financial Advisor
CFP®, JD, CPA
Laura Marquet Laura Marquet
Financial Advisor
MBA, CFP®
David Seiglie David Seiglie
Operations Manager & Chief Compliance Officer
Jennifer Gonzalez Jennifer Gonzalez
Client Service Manager
Alexandra Tershakovec Alexandra Tershakovec
Front Office Administrator
Luis Mejias Luis Mejias
Client Service Associate
Maggie Boone Maggie Boone
Office Operations Manager