Our Team – Investor Solutions

Our Teamharrycarter2021-03-01T18:08:20+00:00

Frank Armstrong, CFP®, AIFA®

Frank Armstrong, CFP®, AIFA®CEO/Founder

Richard Feldman, CFP®, MBA

Richard Feldman, CFP®, MBAManaging Partner/Senior Financial Advisor

Jason Whitby, MBA, CFA®, CFP®

Jason Whitby, MBA, CFA®, CFP®Chief Investment Officer/Senior Financial Advisor

Robert J. Gordon, MBA, CFP®, CPPT®, CRPS®

Robert J. Gordon, MBA, CFP®, CPPT®, CRPS®Partner/Senior Financial Advisor

John J. Pitlosh, CFP®, MST, CPWA®, CIMA®

John J. Pitlosh, CFP®, MST, CPWA®, CIMA®Wealth Advisor

Brett Fingerhut, MBA, CFP®

Brett Fingerhut, MBA, CFP®Partner/Wealth Advisor

Louis L. Feldman, CFP®, JD, CPA

Louis L. Feldman, CFP®, JD, CPAWealth Advisor / Chief Compliance Officer

David SeiglieOperations Data Administrator

Jennifer Llerena

Jennifer LlerenaOperations Manager

Alexandra Tershakovec

Alexandra TershakovecClient Service Associate

Luis MejiasOperations Technology Specialist

ARTICLES & LATEST NEWS

ARTICLE:
Revocable Trusts: in Estate Planning

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NEWS:
7 Ways to Prevent Financial Elder Abuse

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ARTICLE:

Revocable Trusts: The Swiss Army Knife of Financial Planning

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COMMUNITY:
Investor Solutions Proudly Supports Best Buddies

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OUR BOOKS

“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong

GET A FREE COPY

“THE INFORMED INVESTOR”
by Frank Armstrong

“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong

“SAVE YOUR RETIREMENT”
by Frank Armstrong

“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong

“THE INFORMED INVESTOR”

by Frank Armstrong

“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong

“SAVE YOUR RETIREMENT”

by Frank Armstrong

GET A FREE COPY