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Richard Feldman Richard Feldman
Managing Partner/Senior Financial Advisor
CFP®, AIF®, MBA
Frank Armstrong Frank Armstrong
CEO/Founder
CFP®, AIFA®
Jason Whitby Jason Whitby
Senior Financial Advisor
MBA, CFA®, CFP®, AIFA®
Robert J. Gordon Robert J. Gordon
Senior Financial Advisor
MBA, CFP®, CRPS®, AIFA®
John J. Pitlosh John J. Pitlosh
Financial Advisor
CFP®, MST, CPWA®, CIMA®
Maggie Boone Maggie Boone
Office Management
David Seiglie David Seiglie
Operations Manager & Chief Compliance Officer
Brett Fingerhut Brett Fingerhut
Financial Advisor
MBA, CFP®
Jennifer Gonzalez Jennifer Gonzalez
Client Service Associate
Josh Meyer Josh Meyer
Chief Technology Officer
Sandra Sandra
Operations Manager