Our Team 2019-01-02T20:01:08+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
David Seiglie
David SeiglieOperations Manager & Chief Compliance Officer
 Jennifer Gonzalez
Jennifer GonzalezClient Service Manager
Alexandra Tershakovec
Alexandra TershakovecFront Office Administrator
Luis Mejias
Luis MejiasClient Service Associate

ARTICLES & LATEST NEWS

ARTICLE:
Should You Freeze Your Credit? Probably! 

READ MORE >

NEWS:
7 Ways to Prevent Financial Elder Abuse

READ MORE >

ARTICLE:
Get Serious About Securing Your Data

READ MORE >

COMMUNITY:
Investor Solutions Proudly Supports Best Buddies

READ MORE >

OUR BOOKS

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

GET A FREE COPY

“THE INFORMED INVESTOR”
by Frank Armstrong

READ MORE

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

READ MORE

“SAVE YOUR RETIREMENT”
by Frank Armstrong

READ MORE

“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
READ MORE
READ MORE
READ MORE