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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
David Seiglie David Seiglie
Operations Manager & Chief Compliance Officer
Maggie Boone Maggie Boone
Office Operations Manager
Josh Meyer Josh Meyer
Chief Technology Officer
Jennifer Gonzalez Jennifer Gonzalez
Client Service Associate