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